Form 5500 · Employee benefit plan · NEW YORK, NY
TRADITION AMERICA HOLDINGS, INC.
The filing calls this plan TRADITION LIFE INSURANCE.
Public Form 5500 records show how TRADITION AMERICA HOLDINGS, INC. of NEW YORK, NY, a finance and insurance employer, structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INS CE. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3751863 · plan 592 · plan year 2025, filed Jan 9, 2026
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3,536 other employer plans in New York have policy years ending in December. 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
All 2 insured contracts are life coverage with FIRST UNUM LIFE INSURANCE COMPANY.
Reported premium across the insured contracts is $430,248, with $45,732 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in December, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
EDGEWOOD PARTNERS INS CE is the broker of record on all 2 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 473 | Jan 1, 2025 | $335,779 | $24,702 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 98 | Jan 1, 2025 | $94,469 | $21,030 |
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
3,536 other employer plans in New York are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 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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