PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. GEN II MANAGEMENT, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 27-0743067

GEN II MANAGEMENT, LLC

825 THIRD AVENUE, 20TH FLOOR · NEW YORK, NY 10022
2124080529
Plans filed
1
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$11.9M
No prior year
Persons covered
1,100
No prior year
Total participants
1,100
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$11.9M
GEN II MANAGEMENT, LLC WELFARE BENEFITS PLAN
Fully insured1,100 covered·6 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$10.7M44.7%
Prescription drug$10.7M44.7%
Dental$711K3.0%
Life$543K2.3%
Other$436K1.8%
Short-term disability$414K1.7%
Long-term disability$414K1.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxD
$11.4M95.3%121,012
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
LSTDLTDOth
$414K3.5%111,100
COMPANION LIFE INSURANCE COMPANY
EIN 131595128
L
$129K1.1%111,100
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$21K0.2%1199
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 135570651
$00.0%11687

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDMELVILLE, NYMUTUAL OF OMAHA INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY$122K$567K$690K73.5%1
FNA INSURANCE SERVICES INCBERKELEY HEIGHTS, NJCIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$0$248K$248K26.5%1

History & trajectory

9 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica