PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. REFOCUS MANAGEMENT SERVICES, 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 83-2174442

REFOCUS MANAGEMENT SERVICES, LLC

87 GRANDVIEW AVE · WATERBURY, CT 06708
Plans filed
4
Years active
2025–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
2,170
No prior year
Total participants
2,619
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$741K
REFOCUS MANAGEMENT SERVICES, LLC - DENTAL & VISION
Fully insured620 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$543K
REFOCUS MANAGEMENT SERVICES, LLC - CORE WELFARE (HARTFORD)
Fully insured775 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #504$543K
REFOCUS MANAGEMENT SERVICES, LLC - VOLUNTARY BENEFITS (HARTFORD)
Mixed775 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #501$0
REFOCUS MANAGEMENT SERVICES, LLC - MEDICAL
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.1M22.9%
Other$1.1M22.9%
Dental$741K15.6%
Vision$741K15.6%
Short-term disability$543K11.5%
Long-term disability$543K11.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$1.1M59.4%221,550
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$741K40.6%11620

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE FOLEY INSURANCE AGENCY, INC.AMBLER, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, HARTFORD LIFE AND ACCIDENT$199K$71K$270K100.0%3

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