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Sponsor portfolioWelfare / HealthEIN 22-2428965

CITRIN COOPERMAN AND COMPANY L.L.P.

50 ROCKEFELLER PLAZA · NEW YORK, NY 10020
2126971000
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
3,270
No prior year
Total participants
3,322
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$3.2M
CITRIN COOPERMAN COMPANY LLP HEALTH AND WELFARE BENEFIT PLAN
Mixed3,270 covered·4 carriers
Primary: DELTA DENTAL OF NEW YORK

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.6M21.1%
Other$1.4M19.1%
Life$1.4M19.0%
Short-term disability$1.4M19.0%
Long-term disability$1.4M19.0%
Vision$212K2.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 111980218
D
$1.6M48.9%112,615
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$1.4M44.1%113,270
EYEMED VISION CARE
EIN 860773195
V
$212K6.7%112,934
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$12K0.4%113,270

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCNEW YORK, NYRELIANCE STANDARD LIFE INSURANCE COMPANY$82K$49K$132K97.8%1
MERCER HEALTH AND BENEFITS, LLCNEW YORK, NYFEDERAL INSURANCE COMPANY$3K$0$3K2.2%1

History & trajectory

10 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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