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  2. LEGAL SERVICES OF THE HUDSON VALLEY
Sponsor portfolioTH

LEGAL SERVICES OF THE HUDSON VALLEY

EIN 13-6265606-legal services-Latest filing 2024
Plans
3
Retirement
2
$23.3M assets
Welfare
1
$4.2M premiums
Participants
666
90 MAPLE AVENUE - WHITE PLAINS, NY 10601914-949-1305lshv.orgLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#003403b-$18.4M - 343 part#001MoneyPurchase-$4.9M - 111 part#501Fully Insured-$4.2M - 256 lives

Retirement portfolio analytics

2 plans aggregated / $23.3M assets / 454 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • FOR LEGAL SERVICES (#003)79%
  • THE HUDSON VALLEY (#001)21%
Total $23.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR LEGAL SERVICES (#003)343
  • THE HUDSON VALLEY (#001)111
Total 454Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Short-term disability$75K
  • Other$75K
  • Dental$37K
  • Vision$37K
  • Life$15K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • ANTHEM LIFE INSURANCE COMPANY96%
  • SHELTERPOINT LIFE INSURANCE COMPANY2%
  • STANDARD INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $4.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • BROWN & BROWN INSURANCE SERVICES73%
  • CENTERSTONE INSURANCE AND FINANCIAL27%
Total $180K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

403(B) THRIFT PLAN FOR LEGAL SERVICES

403b

Assets$18.4M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DC PENSION PLAN FOR EMPLOYEES OF LEGAL SERVICES OF THE HUDSON VALLEY

MoneyPurchase

Assets$4.9M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGAL SERVICES OF THE HUDSON VALLEY

Fully Insured - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$4.2M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003403(B) THRIFT PLAN FOR LEGAL SERVICES403b$18.4M3432024
001DC PENSION PLAN FOR EMPLOYEES OF LEGAL SERVICES OF THE HUDSON VALLEYMoneyPurchase$4.9M1112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGAL SERVICES OF THE HUDSON VALLEYFully InsuredANTHEM BLUE CROSS AND BLUE SHIELD$4.2M2562024
Retirement plans
Welfare plans
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