PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PATHS 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 92-0783544

PATHS MANAGEMENT SERVICES, LLC

909 THIRD AVENUE, 21ST FLOOR · NEW YORK, NY 10022
8004562301
Plans filed
1
Years active
2024–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$5.8M
No prior year
Persons covered
490
No prior year
Total participants
391
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.8M
PATHS MANAGEMENT SERVICES, LLC EMPLOYEE BENEFITS PLAN
Fully insured490 covered·6 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.4M89.3%
Life$210K3.5%
Other$162K2.7%
Dental$144K2.4%
Long-term disability$56K0.9%
Short-term disability$53K0.9%
Vision$19K0.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$5.4M91.6%11490
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 930913483
LOth
$155K2.7%11218
DELTA DENTAL OF CALIFORNIA
EIN 111980218
D
$144K2.5%11432
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
STDLTDOth
$115K2.0%13176
COMPANION LIFE INSURANCE COMPANY
EIN 131595128
L
$55K0.9%11140
EYEMED VISION CARE
EIN 860773195
V
$19K0.3%11308

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ROBERT G. RELPH AGENCY, INC.ROCHESTER, NYMUTUAL OF OMAHA INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (EYEMED), TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY$208K$23K$232K72.1%1
GCG FINANCIAL LLCDEERFIELD, ILMUTUAL OF OMAHA INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY$89K$1K$90K27.9%1

History & trajectory

2 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