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Sponsor portfolioWelfare / HealthEIN 83-1804060

FUNDING RESERVE, LLC

111 BROADWAY · NEW YORK, NY 10006
2705948700
Plans filed
1
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$482K
No prior year
Persons covered
933
No prior year
Total participants
971
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$482K
FUNDING RESERVE, LLC HEALTH AND WELFARE PLAN
Mixed933 covered·2 carriers
Primary: HUMANA INSURANCE COMPANY OF NEW YORK

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$283K31.7%
Vision$283K31.7%
Life$126K14.2%
Other$126K14.2%
Long-term disability$73K8.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HUMANA INSURANCE COMPANY
EIN 202888723
DV
$283K58.7%11456
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LLTDOth
$199K41.3%13933

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SARA GUTTMANBROOKLYN, NYMETROPOLITAN LIFE INSURANCE COMPANY, HUMANA INSURANCE COMPANY OF NEW YORK$58K$0$58K100.0%1

History & trajectory

7 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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