Form 5500 · Employee benefit plan · NEW YORK, NY
GEN II MANAGEMENT, LLC
The filing calls this plan GEN II MANAGEMENT, LLC WELFARE BENEFITS PLAN.
GEN II MANAGEMENT, LLC of NEW YORK, NY is a 1,234-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is HUB INTERNATIONAL NORTHEAST LIMITED. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0743067 · plan 501 · plan year 2025, filed Nov 11, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
156 other employer plans in New York have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: prepaid legal, 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 6 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 1,012 people.
Reported premium across the insured contracts is $11,928,782, with $122,281 in disclosed broker commissions — about 1% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
HUB INTERNATIONAL NORTHEAST LIMITED is the broker of record on 5 of the 6 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including CIGNA HEALTH AND LIFE INSURANCE COMPANY, MUTUAL OF OMAHA INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY and METROPOLITAN GENERAL INSURANCE COMPANY. CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 765 | Jun 1, 2025 | $710,912 | $49,319 |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, Disability | 1,100 | Jun 1, 2025 | $414,350 | $42,576 |
| COMPANION LIFE INSURANCE COMPANY | Life | 1,100 | Jun 1, 2025 | $128,815 | $22,101 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 1,012 | Jun 1, 2025 | $10,653,237 | $7,400 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 99 | Jun 1, 2025 | $21,468 | $2,062 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | Vision | 687 | Jun 1, 2025 | — | $-1,177 |
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.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in New York. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
156 other employer plans in New York are June 1 renewals (policy year ends May).
Their policy years end in May, like this plan’s, so most renew June 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.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in New York — largest plans, brokers, carriers and renewal months.