Form 5500 · Employee benefit plan · NEW YORK, NY
ANCHIN BLOCK & ANCHIN LLP
The filing calls this plan ANCHIN BLOCK & ANCHIN LLP - LIFE, AD&D AND LTD PLA.
ANCHIN BLOCK & ANCHIN LLP of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CORPORATE SYNERGIES GROUP LLC. Coverage is written through SUN LIFE AND HEALTH INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-0436940 · plan 503 · plan year 2025, filed Jun 15, 2026
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124 other employer plans in New York have policy years ending in August. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering life and disability; the largest, with SUN LIFE AND HEALTH INSURANCE COMPANY, covers 457 people.
Reported premium across the insured contracts is $435,645, with $51,977 in disclosed broker commissions — about 12% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
CORPORATE SYNERGIES GROUP LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: SUN LIFE AND HEALTH INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 457 | Sep 1, 2025 | $296,711 | $44,507 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Disability | 355 | Sep 1, 2025 | $138,934 | $7,470 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
124 other employer plans in New York are September 1 renewals (policy year ends August).
Their policy years end in August, like this plan’s, so most renew September 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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