PlanOptica

Retiree First

Mailing address (most recent filing)
1000 MIDLANTIC DRIVE, SUITE 100
MOUNT LAUREL, NJ 08054
Total comp
$32K
Commissions
$32K
Fees
$0
Filings
3
Sponsors
3

Retiree First summary

Retiree First appears as a broker on 3 Form 5500 Schedule A filings for 3 employer sponsors. Insurers reported $32K in commissions and fees paid to Retiree First. Most client plans are sponsored in NY. The most common carriers in the book are Gerber Life Insurance Company. The largest clients include Trustees of Local 754 Welfare Fund.

Primary-broker plans
1
Covered premium
$277K
Market share
0.000%
Of all reported broker comp

Top 1 client plans by premium

Plans where Retiree First is the primary broker on the latest filing

SponsorStatePremiumCovered
Trustees of Local 754 Welfare FundNY$786K314

Top client states

  • NY1 plan

Frequently asked questions

Who uses Retiree First?
3 employer sponsors list Retiree First as a broker on Schedule A of Form 5500. The largest clients include Trustees of Local 754 Welfare Fund. Most client plans are sponsored in NY.
How many employer plans does Retiree First serve?
Retiree First appears on 3 Schedule A filings for 3 employer health and benefits plan sponsors.
How much does Retiree First earn?
Insurers reported $32K in total compensation paid to Retiree First: $32K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Retiree First analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-1 of 1 sponsor where Retiree First is the primary broker (latest filing per plan).

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Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan