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Sponsor portfolioTH

COLUMBIA MEMORIAL HOSPITAL

EIN 14-1338373-Latest filing 2025
Plans
3
Retirement
2
$48.2M assets
Welfare
1
$9.7M premiums
Participants
1,587
71 PROSPECT AVENUE - HUDSON, NY 12534518-828-7601
Plans on this EIN
3 filings
#002403b-$34.4M - 738 part#001TraditionalDB-$13.8M - 208 part#520Mixed-$9.7M - 906 lives

Retirement portfolio analytics

2 plans aggregated / $48.2M assets / 946 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • HOSPITAL RETIREMENT PLAN (#002)71%
  • COLUMBIA MEMORIAL HOSPITAL (#001)29%
Total $48.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOSPITAL RETIREMENT PLAN (#002)738
  • COLUMBIA MEMORIAL HOSPITAL (#001)208
Total 946Click row to drill in

Benefits portfolio analytics

1 plan / $9.7M premiums / 906 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.2M
  • Prescription drug$9.2M
  • Other$463K
  • Life$306K
  • Short-term disability$306K
  • Long-term disability$306K
Total $9.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • MVP HEALTH CARE95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • AFLAC2%
  • THE PAUL REVERE LIFE INSURANCE COMPANY0%
Total $9.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • CHRISTOPHER MCKIERNAN3%
  • FILIPE A COELHO1%
  • STEPHEN WEST1%
  • THOMAS MCKIERNAN1%
  • +3 more
Total $315K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COLUMBIA MEMORIAL HOSPITAL RETIREMENT PLAN

403b

Assets$34.4M
Participants738
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL

TraditionalDB

Assets$13.8M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

COLUMBIA MEMORIAL HOSPITAL GROUP HEALTH PLAN

Mixed - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.

Premiums$9.7M
Covered lives906
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLUMBIA MEMORIAL HOSPITAL RETIREMENT PLAN403b$34.4M7382024
001EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITALTraditionalDB$13.8M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520COLUMBIA MEMORIAL HOSPITAL GROUP HEALTH PLANMixedCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.$9.7M9062025
Retirement plans
Welfare plans
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