Form 5500 · Employee benefit plan · JERICHO, NY
GRASSI ADVISORY GROUP, INC.
GRASSI ADVISORY GROUP, INC. of JERICHO, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK and 5 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-1479802 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | Life, Disability | 978 | July | $25,125 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 270 | July | $8,885 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Vision | 494 | July | $8,600 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 0 | July | $1,322 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 27 | December | $1,281 |
| EVERNORTH CARE SOLUTIONS, INC. | — | 978 | July | $0 |
Questions
Who is GRASSI ADVISORY GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, GRASSI ADVISORY GROUP, INC.'s broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does GRASSI ADVISORY GROUP, INC. use?
GRASSI ADVISORY GROUP, INC.'s benefit plan is written through NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, among 6 disclosed carriers.
When does GRASSI ADVISORY GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for GRASSI ADVISORY GROUP, INC. ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GRASSI ADVISORY GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.