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  2. LAERDAL MEDICAL CORPORATION
Sponsor portfolio

LAERDAL MEDICAL CORPORATION

EIN 13-2587752-Latest filing 2025
Plans
3
Retirement
2
$82.3M assets
Welfare
1
$7.5M premiums
Participants
1,228
167 MYERS CORNERS RD - WAPPINGERS FALL, NY 12590845-297-7770
Plans on this EIN
3 filings
#002401k-$69.8M - 564 part#001CashBalance-$12.5M - 259 part#504Fully Insured-$7.5M - 1,069 lives

Retirement portfolio analytics

2 plans aggregated / $82.3M assets / 823 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PROFIT SHARING PLAN (#002)85%
  • CORPORATION EMPLOYEES' PENSION (#001)15%
Total $82.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • MERRILL LYNCH PIERCE FENNER & SMITH85%
  • (Not disclosed)15%
Total $82.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)564
  • CORPORATION EMPLOYEES' PENSION (#001)259
Total 823Click row to drill in

Benefits portfolio analytics

1 plan / $7.5M premiums / 1,069 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Dental$312K
  • Life$270K
  • Other$174K
  • Long-term disability$96K
  • Vision$37K
Total $7.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • SCOTT & WHITE HEALTH PLAN16%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN0%
Total $7.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • HP PLANNING LLC52%
  • GCG FINANCIAL LLC47%
  • MCCLELLAN, DAVID J1%
  • SMITH, THOMAS, CHRISTOPHER0%
Total $98K4 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

LAERDAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$69.8M
Participants564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAERDAL MEDICAL CORPORATION EMPLOYEES' PENSION PLAN

CashBalance

Assets$12.5M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

LAERDAL MEDICAL CORPORATION HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$7.5M
Covered lives1,069
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAERDAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN401k$69.8M5642024
001LAERDAL MEDICAL CORPORATION EMPLOYEES' PENSION PLANCashBalance$12.5M2592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504LAERDAL MEDICAL CORPORATION HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$7.5M1,0692025
Retirement plans
Welfare plans
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