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Sponsor portfolio

ULTIMATE CARE, INC.

EIN 11-2843538-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$4.9M assets
Welfare
1
$35K premiums
Participants
11,086
1000 GATES AVENUE, 4TH FLOOR - BROOKLYN, NY 11221718-257-0702ultimatecareny.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001ProfitSharing-$4.4M - 7,958 part#002401k-$525K - 83 part#501Mixed-$35K - 1,299 lives

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 8,041 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN AND TRUST (#001)89%
  • ULTIMATE CARE 401(K) (#002)11%
Total $4.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • GELMAN PENSION CONSULTING, INC.89%
  • (Not disclosed)11%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)7,958
  • ULTIMATE CARE 401(K) (#002)83
Total 8,041Click row to drill in

Benefits portfolio analytics

1 plan / $35K premiums / 1,299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$35K
  • Other$35K
Total $35K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $35K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SARA GUTTMAN100%
Total $7K1 slice

Plan deep-dives

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

ULTIMATE CARE, INC. RETIREMENT PLAN AND TRUST

ProfitSharing

Assets$4.4M
Participants7,958
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ULTIMATE CARE 401(K) PLAN

401k

Assets$525K
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ULTIMATE CARE, INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)

Premiums$35K
Covered lives1,299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ULTIMATE CARE, INC. RETIREMENT PLAN AND TRUSTProfitSharing$4.4M7,9582025
002ULTIMATE CARE 401(K) PLAN401k$525K832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ULTIMATE CARE, INC. HEALTH AND WELFARE PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$35K1,2992024
Retirement plans
Welfare plans
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