PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AID TO THE DEVELOPMENTALLY DISABLED, INC.
Sponsor portfolio

AID TO THE DEVELOPMENTALLY DISABLED, INC.

EIN 11-2573451-mental health care-Latest filing 2025
Plans
3
Retirement
2
$10.7M assets
Welfare
1
$65K premiums
Participants
629
901 EAST MAIN STREET, SUITE 508 - RIVERHEAD, NY 11901631-727-6220addny.comLinkedIn201-500 employeesmental health care
Plans on this EIN
3 filings
#001401k-$9.9M - 447 part#002403b-$785K - 80 part#501Mixed-$65K - 105 lives

Retirement portfolio analytics

2 plans aggregated / $10.7M assets / 527 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DISABLED RET PLAN (#001)93%
  • DISABLED, INC. 403(B) (#002)7%
Total $10.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • ASCENSUS LLC93%
  • (Not disclosed)7%
Total $10.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DISABLED RET PLAN (#001)447
  • DISABLED, INC. 403(B) (#002)80
Total 527Click row to drill in

Benefits portfolio analytics

1 plan / $65K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$45K
  • Vision$21K
  • Life$21K
  • Other$21K
Total $65K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA68%
  • UNITEDHEALTHCARE INSURANCE COMPANY32%
Total $65K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • VANGUARD II INC58%
  • ASSUREDPARTNERS42%
Total $8K2 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

AID TO THE DEVELOPMENTALLY DISABLED RET PLAN

401k

Assets$9.9M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AID TO THE DEVELOPMENTALLY DISABLED, INC. 403(B) PLAN

403b

Assets$785K
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AID TO THE DEVELOPMENTALLY DISABLED INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$65K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AID TO THE DEVELOPMENTALLY DISABLED RET PLAN401k$9.9M4472025
002AID TO THE DEVELOPMENTALLY DISABLED, INC. 403(B) PLAN403b$785K802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AID TO THE DEVELOPMENTALLY DISABLED INC. HEALTH AND WELFARE PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY$65K1052025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica