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Sponsor portfolioTH

UPSTATE VETERINARY SPECIALTIES, PLLC

EIN 03-0516276-veterinary-Latest filing 2025
Plans
5
Retirement
1
$15.8M assets
Welfare
4
$3.0M premiums
Participants
724
152 SPARROWBUSH ROAD - LATHAM, NY 12110518-783-3198uvsonline.comLinkedIn51-200 employeesveterinary
Plans on this EIN
5 filings
#001401k-$15.8M - 235 part#501Fully Insured-$1.7M - 203 lives#503Fully Insured-$1.3M - 183 lives#502Fully Insured-$18K - 175 lives#504Fully Insured-$13K - 117 lives

Benefits portfolio analytics

4 plans / $3.0M premiums / 678 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$1.3M
  • Dental$87K
  • Long-term disability$39K
  • Vision$26K
  • Life$5K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • MVP HEALTH CARE95%
  • DELTA DENTAL OF CALIFORNIA3%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • GALLAGHER BENEFIT SERVICES, INC.91%
  • TITAN INS & EMPLY BNFTS AGY6%
  • USRP INSURANCE AGENCY LLC2%
  • TITAN INS & EMPLOYEE BENEFITS0%
  • JEFFREY RAYMOND DUBE0%
  • +3 more
Total $145K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UPSTATE VETERINARY SPECIALTIES 401(K) PLAN

401k

Assets$15.8M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH AND WELFARE PLANS FOR EMPLOYEES FOR UPSTATE VETERINARY SPECIALTIES

Fully Insured - MVP HEALTH SERVICES CORP

Premiums$1.7M
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

UPSTATE VETERINARY MEDICAL

Fully Insured - MVP HEALTHCARE

Premiums$1.3M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UPSTATE VETERINARY LTD

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$18K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

UPSTATE VETERINARY VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$13K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPSTATE VETERINARY SPECIALTIES 401(K) PLAN401k$15.8M2352025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE PLANS FOR EMPLOYEES FOR UPSTATE VETERINARY SPECIALTIESFully InsuredMVP HEALTH SERVICES CORP$1.7M2032025
503UPSTATE VETERINARY MEDICALFully InsuredMVP HEALTHCARE$1.3M1832025
502UPSTATE VETERINARY LTDFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$18K1752025
504UPSTATE VETERINARY VISION PLANFully InsuredVISION SERVICE PLAN$13K1172025
Retirement plans
Welfare plans
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