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  2. HEADSTART OF ROCKLAND, INC.
Sponsor portfolio

HEADSTART OF ROCKLAND, INC.

EIN 13-2533231-Educational Services-Latest filing 2025
Plans
4
Retirement
3
$11.7M assets
Welfare
1
$46K premiums
Participants
471
117 ROUTE 9W - HAVERSTRAW, NY 10927845-429-4122
Plans on this EIN
4 filings
#003ProfitSharing-$7.9M - 149 part#002403b-$3.8M - 177 part#001ProfitSharing-$8K - 2 part#501Fully Insured-$46K - 143 lives

Retirement portfolio analytics

3 plans aggregated / $11.7M assets / 328 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFIT SHARING PLAN (#003)67%
  • 403(B) RETIREMENT PLAN (#002)33%
  • ROCKLAND RETIREMENT PLAN (#001)0%
Total $11.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY67%
  • (Not disclosed)33%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)177
  • PROFIT SHARING PLAN (#003)149
  • ROCKLAND RETIREMENT PLAN (#001)2
Total 328Click row to drill in

Benefits portfolio analytics

1 plan / $46K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$46K
  • Vision$46K
  • Life$46K
  • Other$46K
Total $46K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $46K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $5K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HEAD START OF ROCKLAND, INC. 401(A) PROFIT SHARING PLAN

ProfitSharing

Assets$7.9M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HEAD START OF ROCKLAND, INC. 403(B) RETIREMENT PLAN

403b

Assets$3.8M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEADSTART OF ROCKLAND RETIREMENT PLAN

ProfitSharing

Assets$8K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEAD START OF ROCKLAND, INC. WELFARE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$46K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003HEAD START OF ROCKLAND, INC. 401(A) PROFIT SHARING PLANProfitSharing$7.9M1492025
002HEAD START OF ROCKLAND, INC. 403(B) RETIREMENT PLAN403b$3.8M1772024
001HEADSTART OF ROCKLAND RETIREMENT PLANProfitSharing$8K22025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEAD START OF ROCKLAND, INC. WELFARE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$46K1432025
Retirement plans
Welfare plans
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