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  2. GREATER MENTAL HEALTH OF NEW YORK, INC.
Sponsor portfolioTH

GREATER MENTAL HEALTH OF NEW YORK, INC.

EIN 13-1740002-mental health care-Latest filing 2024
Plans
3
Retirement
2
$26.3M assets
Welfare
1
$2.7M premiums
Participants
1,279
580 WHITE PLAINS RD, STE 510 - TARRYTOWN, NY 10591914-345-5900greatermentalhealth.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
3 filings
#006403b-$14.6M - 432 part#004ProfitSharing-$11.7M - 458 part#501Fully Insured-$2.7M - 389 lives

Retirement portfolio analytics

2 plans aggregated / $26.3M assets / 890 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • NEW YORK 403(B) (#006)56%
  • PROFIT SHARING PLAN (#004)44%
Total $26.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CPI QUALIFIED PLAN CONSULTANTS, INC100%
Total $26.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)458
  • NEW YORK 403(B) (#006)432
Total 890Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Dental$35K
  • Life$35K
  • Long-term disability$35K
  • Other$35K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • GALLAGHER BENEFIT SERVICES, INC.55%
  • BOLLINGER INC45%
Total $162K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

GREATER MENTAL HEALTH OF NEW YORK 403(B) PLAN

403b

Assets$14.6M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

GREATER MENTAL HEALTH OF NEW YORK PROFIT SHARING PLAN

ProfitSharing

Assets$11.7M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006GREATER MENTAL HEALTH OF NEW YORK 403(B) PLAN403b$14.6M4322024
004GREATER MENTAL HEALTH OF NEW YORK PROFIT SHARING PLANProfitSharing$11.7M4582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MENTAL HEALTH ASSOCIATION OF WESTCHESTERFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.7M3892024
Retirement plans
Welfare plans
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