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Sponsor portfolioWelfare / HealthEIN 92-1479802
GRASSI ADVISORY GROUP, INC.
50 JERICHO QUADRANGLE · JERICHO, NY 11753
5162563500
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$5.2M
No prior year
Persons covered
978
No prior year
Total participants
978
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $4.9M | 24.7% | |
| Health | $4.7M | 23.4% | |
| Vision | $4.7M | 23.4% | |
| Prescription drug | $4.7M | 23.4% | |
| Dental | $299K | 1.5% | |
| Life | $235K | 1.2% | |
| Short-term disability | $235K | 1.2% | |
| Long-term disability | $235K | 1.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 861465626 | HRxDVOth | $5.0M | 95.4% | 1 | 3 | 978 |
EIN 132556568 | LSTDLTDOth | $235K | 4.5% | 1 | 1 | 978 |
EIN 731016728 | Oth | $5K | 0.1% | 1 | 1 | 27 |
EIN 135581829 | D | $1K | 0.0% | 1 | 1 | 0 |
Broker overview
9 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, CIGNA HEALTH AND LIFE INSURANCE COMPANY, NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, METROPOLITAN LIFE INSURANCE COMPANY | $41K | $138K | $179K | 60.5% | 1 |
| PROFESSIONAL PENSIONS INC | WALLINGFORD, CT | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $0 | $101K | $101K | 34.3% | 1 |
| PPI BENEFIT SOLUTIONS | WALLINGFORD, CT | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $0 | $11K | $11K | 3.8% | 1 |
| AMERICAN BENEFITS CONSULTING LLC | NEW YORK, NY | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $3K | $0 | $3K | 0.9% | 1 |
| CAREN WASSERMAN | WANTAGH, NY | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $951 | $0 | $951 | 0.3% | 1 |
| A SECURE YOU INC | EAST AMHERST, NY | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $209 | $0 | $209 | 0.1% | 1 |
| UNIQUE BENEFITS GROUP INC | WOBURN, MA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $78 | $0 | $78 | 0.0% | 1 |
| WALTER POPPE | FRANKLIN SQUARE, NY | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $42 | $0 | $42 | 0.0% | 1 |
| BOSTON INSURANCE EMPLOYEE BENEFITS | WALLINGFORD, CT | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9 | $9 | 0.0% | 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