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Sponsor portfolio

HOME OF THE GOOD SHEPHERD

EIN 14-1338349-Latest filing 2025
Plans
2
Retirement
1
$872K assets
Welfare
1
$1.3M premiums
Participants
925
390 CHURCH ST - SARATOGA SPRINGS, NY 12866518-584-3317
Plans on this EIN
2 filings
#001403b-$872K - 518 part#505Fully Insured-$1.3M - 407 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Other$78K
  • Dental$55K
  • Short-term disability$17K
  • Vision$8K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MVP HEALTH CARE92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • COMPANION LIFE INSURANCE COMPANY1%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.1%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSHALL & STERLING EMPLOYEE BENEFI98%
  • FNA INSURANCE SERVICES INC2%
Total $55K2 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

HOME OF THE GOOD SHEPHERD RETIREMENT SAVINGS PLAN

403b

Assets$872K
Participants518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CHURCH AID OF THE PROTESTANT EPISCOPAL CHURCH DBA HOME OF THE GOOD SHEPHERD WELFARE BENEFIT PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC

Premiums$1.3M
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOME OF THE GOOD SHEPHERD RETIREMENT SAVINGS PLAN403b$872K5182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CHURCH AID OF THE PROTESTANT EPISCOPAL CHURCH DBA HOME OF THE GOOD SHEPHERD WELFARE BENEFIT PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC$1.3M4072025
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