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Sponsor portfolioTH

HORIZON FAMILY MEDICAL GROUP

EIN 06-1494923-Latest filing 2025
Plans
2
Retirement
1
$64.6M assets
Welfare
1
$2.5M premiums
Participants
806
2 COATES DRIVE - GOSHEN, NY 10924845-651-1416LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$64.6M - 479 part#501Fully Insured-$2.5M - 325 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$200K
  • Vision$200K
  • Life$96K
  • Other$96K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • MARSHALL & STERLING EMPLOYEE BENEFI67%
  • FNA INSURANCE SERVICES INC31%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $132K3 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

HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$64.6M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HORIZON FAMILY MEDICAL GROUP WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST401k$64.6M4792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HORIZON FAMILY MEDICAL GROUP WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M3252025
Retirement plans
Welfare plans
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