PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SUN RIVER HEALTH, INC.
Sponsor portfolioTH

SUN RIVER HEALTH, INC.

EIN 13-2828349-Latest filing 2025
Plans
2
Retirement
1
$156.7M assets
Welfare
1
$3.1M premiums
Participants
4,592
1037 MAIN STREET - PEEKSKILL, NY 10566914-293-1663
Plans on this EIN
2 filings
#001403b-$156.7M - 2,876 part#501Mixed-$3.1M - 2,502 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 2,502 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.7M
  • Short-term disability$1.6M
  • Long-term disability$1.6M
  • Dental$982K
  • Vision$367K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA52%
  • AETNA LIFE INSURANCE COMPANY32%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • ESI EMPLOYEE ASSISTANCE GROUP2%
  • +1 more
Total $3.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • CORPORATE SYNERGIES GROUP LLC68%
  • REUBEN WARNER ASSOCIATES, INC.16%
  • CENTRO BENEFITS RESEARCH LLC15%
  • TIMOTHY MCCONNELL1%
Total $283K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN

403b

Assets$156.7M
Participants2,876
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUN RIVER HEALTH, INC. HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.1M
Covered lives2,502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN403b$156.7M2,8762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUN RIVER HEALTH, INC. HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.1M2,5022025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica