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Sponsor portfolioTH

CALLEN-LORDE COMMUNITY HEALTH CENTER

EIN 13-3409680-Latest filing 2025
Plans
2
Retirement
1
$15.0M assets
Welfare
1
$1.7M premiums
Participants
1,053
356 WEST 18TH STREET - NEW YORK, NY 10011212-271-7200
Plans on this EIN
2 filings
#001403b-$15.0M - 462 part#503Mixed-$1.7M - 591 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 591 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$989K
  • Dental$350K
  • Life$295K
  • Short-term disability$295K
  • Long-term disability$295K
  • Other$295K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • SYMETRA LIFE INSURANCE COMPANY59%
  • AETNA LIFE INSURANCE COMPANY21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA17%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • GCG FINANCIAL LLC76%
  • PROFESSIONAL GROUP PLANS INC15%
  • BRIO BENEFIT CONSULTING INC9%
Total $98K3 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

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN

403b

Assets$15.0M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COMMUNITY HEALTH PROJECT DBA CALLEN-LORDE COMMUNITY HEALTH CENTER BENEFITS PLAN

Mixed - FIRST SYMETRA NATIONAL LIFE INS CO OF NY

Premiums$1.7M
Covered lives591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN403b$15.0M4622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COMMUNITY HEALTH PROJECT DBA CALLEN-LORDE COMMUNITY HEALTH CENTER BENEFITS PLANMixedFIRST SYMETRA NATIONAL LIFE INS CO OF NY$1.7M5912025
Retirement plans
Welfare plans
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