Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$17.1M
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- Other$1.1M
Sponsor portfolio
FOCUS PARTNERS WEALTH, LLC
EIN 90-0751149retailLatest filing 2025
Plans
2
Retirement
1
$269.5M assets
Welfare
1
$18.2M premiums
Participants
638
1325 AVENUE OF THE AMERICAS 11TH FL - NEW YORK, NY 10019646-519-2456colonyrug.comLinkedIn11-50 employeesretail
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $18.2M premiums / 1,603 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITED HEALTHCARE INSURANCE COMPANY94%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
101%top
- GALLAGHER BENEFIT SERVICES, INC.101%
- ENROLLEASE0%
- SENTINEL INSURANCE AGENCY, INC.-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$269.5M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FOCUS PARTNERS WEALTH WELFARE BENEFITS PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$18.2M
Covered lives1,603
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $269.5M | 638 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOCUS PARTNERS WEALTH WELFARE BENEFITS PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $18.2M | 1,603 | 2025 |
Retirement plans
Welfare plans