# GRASSI ADVISORY GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **GRASSI ADVISORY GROUP, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | GRASSI ADVISORY GROUP, INC. |
| EIN | 921479802 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | JERICHO, NY |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully insured |
| Total premiums | $5.2M |
| Participants | 978 |
| Persons covered | 978 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Rx, Vision, Other, Dental |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | Life, STD, LTD, Other |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Other |
| METLIFE LEGAL PLANS | Dental |

## Brokers

| Broker | Placed with |
|---|---|
| ALLIANT INSURANCE SERVICES, INC. | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| PROFESSIONAL PENSIONS INC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| PROFESSIONAL PENSIONS INC | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES |
| ALLIANT INSURANCE SERVICES, INC. | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES |
| ALLIANT INSURANCE SERVICES, INC. | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK |
| PPI BENEFIT SOLUTIONS | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK |
| AMERICAN BENEFITS CONSULTING LLC | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK |
| CAREN WASSERMAN | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD |
| A SECURE YOU INC | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD |
| UNIQUE BENEFITS GROUP INC | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD |
| WALTER POPPE | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD |
| ALLIANT INSURANCE SERVICES, INC. | METROPOLITAN LIFE INSURANCE COMPANY |
| PROFESSIONAL PENSIONS INC | METROPOLITAN LIFE INSURANCE COMPANY |
| BOSTON INS. EMPLOYEE BENEFITS TRUST | METROPOLITAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/921479802-501
- Cite as: PlanOptica, https://planoptica.com/welfare/921479802-501
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