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Sponsor portfolioWelfare / HealthEIN 16-1255176

PASSERO ASSOCIATES ENGINEERING, ARCHITECTURE & SURVEYING, DPC

242 W MAIN ST STE 100 · ROCHESTER, NY 146141144
5853251000
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
237
No prior year
Total participants
169
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.0M
PASSERO ASSOCIATES ENGINEERING, ARCHITECTURE & SURVEYING, DPC WELFARE BENEFIT PLAN
Fully insured237 covered·4 carriers
Primary: MVP HEALTH SERVICES CORP
Plan #001$0
PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M72.6%
Other$182K7.9%
Dental$97K4.2%
Vision$97K4.2%
Life$86K3.7%
Short-term disability$86K3.7%
Long-term disability$86K3.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
MVP HEALTH CARE
EIN 223197320
H
$1.7M85.8%11237
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$182K9.3%16168
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$97K4.9%11213

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESATLANTA, GAPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, MVP HEALTH SERVICES CORP$84K$1K$86K86.3%1
SMOLA CONSULTING LLCROCHESTER, NYAETNA LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$14K$0$14K13.7%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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