PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Masonic Care Community of NY
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Masonic Care Community of NY

EIN 13-5563012-hospital & health care-Latest filing 2025
Plans
6
Retirement
2
$44.8M assets
Health & Benefits
4
$82K premiums
Participants
1,889
2150 BLEECKER STREET - UTICA, NY 13501315-798-4800cardiaceps.orgLinkedIn11-50 employeeshospital & health care
Plans on this EIN
6 filings
#001Traditional DB-$26.0M - 295 part#002403(b)-$18.8M - 801 part#504Mixed-$68K - 315 lives#505Fully insured-$14K - 125 lives#502Self-funded-0 lives#503Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $44.8M assets / 1,096 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEES RETIREMENT FUND (#001)$26.0M
  • 403(B) RETIREMENT Savings (#002)$18.8M
Total $44.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • COMPLETE PAYROLL PROCESSING$26.0M
  • BENEFIT PLANS ADMIN SERVICES, INC.$18.8M
Total $44.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#002)801
  • EMPLOYEES RETIREMENT FUND (#001)295
Total 1,096Select a row to open it

Benefits portfolio analytics

4 plans / $82K premiums / 440 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$68K
  • Life$68K
  • Long-term disability$68K
  • Other$68K
  • Vision$14K
Total $82K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MASONIC HALL & ASYLUM EMPLOYEES RETIREMENT FUND

Traditional DB

Assets$26.0M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN

403(b)

Assets$18.8M
Participants801
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

MASONIC CARE COMMUNITY OF NEW YORK - GROUP LIFE & DISABILITY INSURANCE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$68K
Covered lives315
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

MASONIC CARE COMMUNITY OF NEW YORK - VISION PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$14K
Covered lives125
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

MASONIC CARE COMMUNITY OF NEW YORK - HEALTH PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

DENTAL INSURANCE PLAN OF THE MASONIC CARE COMMUNITY

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MASONIC HALL & ASYLUM EMPLOYEES RETIREMENT FUNDTraditional DB$26.0M2952025
#002MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN403(b)$18.8M8012025
  • MASONIC HALL & ASYLUM EMPLOYEES RETIREMENT FUND$26.0M
    #001 · Traditional DB · 2025295
  • MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN$18.8M
    #002 · 403(b) · 2025801

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504MASONIC CARE COMMUNITY OF NEW YORK - GROUP LIFE & DISABILITY INSURANCE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$68K3152025
#505MASONIC CARE COMMUNITY OF NEW YORK - VISION PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$14K1252025
#502MASONIC CARE COMMUNITY OF NEW YORK - HEALTH PLANSelf-funded-$002025
#503DENTAL INSURANCE PLAN OF THE MASONIC CARE COMMUNITYSelf-funded-$002025
  • MASONIC CARE COMMUNITY OF NEW YORK - GROUP LIFE & DISABILITY INSURANCE PLAN$68K
    #504 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025315
  • MASONIC CARE COMMUNITY OF NEW YORK - VISION PLAN$14K
    #505 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025125
  • MASONIC CARE COMMUNITY OF NEW YORK - HEALTH PLAN$0
    #502 · Self-funded · 20250
  • DENTAL INSURANCE PLAN OF THE MASONIC CARE COMMUNITY$0
    #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica