Sponsor portfolio

GRASSI ADVISORY GROUP, INC.

EIN 92-1479802Latest filing 2025

Plans

Retirement

$50.2M assets

Welfare

$5.2M premiums

Participants

1,336

50 JERICHO QUADRANGLE - JERICHO, NY 11753516-256-3500

Plans on this EIN

2 filings

#001ESOP-$50.2M - 358 part #501Fully Insured-$5.2M - 978 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 978 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$4.9M
Health$4.7M
Vision$4.7M
Prescription drug$4.7M
Dental$299K
Life$235K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

95%top

CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK4%
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
METROPOLITAN LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

61%top

ALLIANT INSURANCE SERVICES, INC.61%
PROFESSIONAL PENSIONS INC34%
PPI BENEFIT SOLUTIONS4%
AMERICAN BENEFITS CONSULTING LLC1%
CAREN WASSERMAN0%
+3 more

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

GRASSI ADVISORY GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$50.2M

Participants358

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501