PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. ELLIS HOSPITAL
Sponsor portfolioTH

ELLIS HOSPITAL

EIN 14-1338428-Latest filing 2025
Plans
8
Retirement
3
$303.2M assets
Welfare
5
$1.6M premiums
Participants
14,040
1101 NOTT ST - SCHENECTADY, NY 123082425518-382-2101
Plans on this EIN
8 filings
#003403b-$268.7M - 5,183 part#001CashBalance-$34.2M - 526 part#002403b-$335K - 40 part#510Fully Insured-$1.0M - 1,385 lives#501Mixed-$381K - 1,420 lives#505Fully Insured-$180K - 1,805 lives#508Self Funded-0 lives#509Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $303.2M assets / 5,749 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CONTRIBUTION RETIREMENT PLAN (#003)89%
  • OF ELLIS HOSPITAL (#001)11%
  • DEFERRED COMPENSATION PLAN (#002)0%
Total $303.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#003)5,183
  • OF ELLIS HOSPITAL (#001)526
  • DEFERRED COMPENSATION PLAN (#002)40
Total 5,749Click row to drill in

Benefits portfolio analytics

5 plans / $1.6M premiums / 4,610 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$974K
  • Health$381K
  • Other$180K
  • Life$178K
  • Long-term disability$44K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY76%
  • MVP HEALTH CARE24%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $47K1 slice

Plan deep-dives

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

ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$268.7M
Participants5,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPLOYEES' RETIREMENT PLAN OF ELLIS HOSPITAL

CashBalance

Assets$34.2M
Participants526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELLIS HOSPITAL 403(B) DEFERRED COMPENSATION PLAN

403b

Assets$335K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ELLIS HOSPITAL EMPLOYEE LONG TERM DISABILITY PLAN

Fully Insured - RELIANCE STANDARD LIFE

Premiums$1.0M
Covered lives1,385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ELLIS HOSPITAL MEDICAL PLAN

Mixed - MVP SELECT CARE

Premiums$381K
Covered lives1,420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ELLIS HOSPITAL GROUP LIFE PLAN

Fully Insured - FIRST RELIANCE STANDARD

Premiums$180K
Covered lives1,805
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

ELLIS HOSPITAL EMPLOYEE DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

ELLIS HOSPITAL EMPLOYEE ASSISTANCE PLAN

Unknown

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN403b$268.7M5,1832024
001EMPLOYEES' RETIREMENT PLAN OF ELLIS HOSPITALCashBalance$34.2M5262024
002ELLIS HOSPITAL 403(B) DEFERRED COMPENSATION PLAN403b$335K402024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ELLIS HOSPITAL EMPLOYEE LONG TERM DISABILITY PLANFully InsuredRELIANCE STANDARD LIFE$1.0M1,3852025
501ELLIS HOSPITAL MEDICAL PLANMixedMVP SELECT CARE$381K1,4202025
505ELLIS HOSPITAL GROUP LIFE PLANFully InsuredFIRST RELIANCE STANDARD$180K1,8052025
508ELLIS HOSPITAL EMPLOYEE DENTAL PLANSelf Funded-$002025
509ELLIS HOSPITAL EMPLOYEE ASSISTANCE PLANUnknown-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica