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  2. FAMILY SERVICES OF WESTCHESTER, INC.
Sponsor portfolio

FAMILY SERVICES OF WESTCHESTER, INC.

EIN 13-1773419-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$2.1M premiums
Participants
1,113
2975 WESTCHESTER AVE STE 401 - PURCHASE, NY 105772580914-937-2320fsw.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#002403b-$13.1M - 739 part#504Fully Insured-$2.1M - 373 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Life$32K
  • Other$32K
  • Dental$18K
  • Vision$18K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNITEDHEALTHCARE INSURANCE COMPANY74%
  • EMBLEMHEALTH26%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • ASD INSURANCE AND FINANCIAL SERVICE51%
  • CENTERSTONE INSURANCE AND FINANCIAL22%
  • DKG INSURANCE & FINANCIAL SERVICES21%
  • DKG INS & FINANCIAL SERV INC.6%
Total $99K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC.

403b

Assets$13.1M
Participants739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FAMILY SERVICES OF WESTCHESTER BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC.403b$13.1M7392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FAMILY SERVICES OF WESTCHESTER BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M3732025
Retirement plans
Welfare plans
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