Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $138.2M assets / 2,293 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $123K premiums / 164 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Traditional DB
Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RETIREMENT AND SAVINGS PLAN | 403(b) | $114.7M | 1,990 | 2025 |
| #001 | HEBREW HOME FOR THE AGED AT RIVERDALE RETIREMENT INCOME PLAN | Traditional DB | $23.4M | 303 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE HEBREW HOME FOR THE AGED AT RIVERDALE EMPLOYEE BENEFITS PLAN | Mixed | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $123K | 164 | 2025 |