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Sponsor portfolioWelfare / HealthEIN 06-1620161

FARRELL FRITZ, P.C.

400 RXR PLAZA · UNIONDALE, NY 11556
5162270700
Plans filed
1
Years active
2016–2026
Industry
NAICS 54
Latest filing
2026
Total premiums (latest)
$3.0M
No prior year
Persons covered
213
No prior year
Total participants
161
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.0M
FARRELL FRITZ WELFARE PLAN
Fully insured213 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.8M24.3%
Dental$2.8M24.3%
Vision$2.8M24.3%
Prescription drug$2.8M24.3%
Life$130K1.1%
Other$130K1.1%
Long-term disability$40K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$2.8M94.3%11213
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LOth
$130K4.4%11158
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LTD
$40K1.4%1255

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CAFIRST UNUM LIFE INSURANCE COMPANY, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, AETNA LIFE INSURANCE COMPANY$88K$5K$93K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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