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Sponsor portfolioWelfare / HealthEIN 13-4072229

J. FRANK ASSOCIATES, LLC

22 VANDERBILT AVENUE · NEW YORK, NY 10017
2128958676
Plans filed
5
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
235
No prior year
Total participants
219
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$5.0M
J. FRANK ASSOCIATES, LLC HEALTH AND WELFARE PLAN
Fully insured235 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #504$205K
J. FRANK ASSOCIATES, LLC DISABILITY PLAN
Fully insured132 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #502$93K
J. FRANK ASSOCIATES, LLC DENTAL PLAN
Fully insured100 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$41K
J. FRANK ASSOCIATES, LLC LIFE PLAN
Fully insured129 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #505$0
J. FRANK ASSOCIATES, LLC FSA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.3M41.4%
Prescription drug$4.3M41.4%
Other$478K4.6%
Short-term disability$401K3.9%
Long-term disability$401K3.9%
Dental$214K2.1%
Vision$214K2.1%
Life$77K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDV
$4.5M90.4%12235
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
STDLTDOth
$401K8.0%11219
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LOth
$77K1.6%11217

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE ATLANTIC BENEFITS AGENCYRIDGEFIELD, CTMETROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, FIRST UNUM LIFE INSURANCE COMPANY$33K$165K$198K62.9%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYMETROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, FIRST UNUM LIFE INSURANCE COMPANY$4K$113K$117K37.1%1

History & trajectory

8 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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