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Sponsor portfolioTH

TRUSTEES OF THE MASONIC HALL FUND MASONIC CARE COMMUNITY OF NEW YORK

EIN 13-5563012-hospital & health care-Latest filing 2025
Plans
6
Retirement
2
$40.0M assets
Welfare
4
$82K premiums
Participants
1,946
2150 BLEECKER STREET - UTICA, NY 13501315-798-4882cardiaceps.orgLinkedIn11-50 employeeshospital & health care
Plans on this EIN
6 filings
#001TraditionalDB-$24.2M - 302 part#002403b-$15.8M - 851 part#504Mixed-$68K - 315 lives#505Fully Insured-$14K - 125 lives#502Self Funded-0 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $40.0M assets / 1,153 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • EMPLOYEES RETIREMENT FUND (#001)61%
  • 403(B) RETIREMENT Savings (#002)39%
Total $40.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
61%top
  • COMPLETE PAYROLL PROCESSING61%
  • BENEFIT PLANS ADMIN SERVICES, INC.39%
Total $40.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#002)851
  • EMPLOYEES RETIREMENT FUND (#001)302
Total 1,153Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $82K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WORLD INSURANCE ASSOCIATES LLC100%
Total $12K1 slice

Plan deep-dives

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

MASONIC HALL & ASYLUM EMPLOYEES RETIREMENT FUND

TraditionalDB

Assets$24.2M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

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

403b

Assets$15.8M
Participants851
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

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

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$68K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MASONIC CARE COMMUNITY OF NEW YORK - VISION PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$14K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MASONIC CARE COMMUNITY OF NEW YORK - HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DENTAL INSURANCE PLAN OF THE MASONIC CARE COMMUNITY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MASONIC HALL & ASYLUM EMPLOYEES RETIREMENT FUNDTraditionalDB$24.2M3022024
002MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN403b$15.8M8512024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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