Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ELLIS MEDICINE
EIN 14-1338428Health Care and Social AssistanceLatest filing 2024
Plans
8
Retirement
3
$303.2M assets
Welfare
5
$1.2M premiums
Participants
14,030
1101 NOTT STREET - SCHENECTADY, NY 123082425518-243-4002
Retirement portfolio analytics
3 plans aggregated / $303.2M assets / 5,749 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $1.2M premiums / 3,391 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$895K
- Other$221K
- Life$218K
- Long-term disability$58K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
92%top
- ROSE & KIERNAN INC92%
- NFP INSURANCE SERVICES INC8%
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 INSURANCE COMPANY
Premiums$954K
Covered lives1,618
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
ELLIS HOSPITAL GROUP LIFE PLAN
Fully Insured - FIRST RELIANCE STANDARD
Premiums$221K
Covered lives1,773
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
ELLIS HOSPITAL MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $268.7M | 5,183 | 2024 | |
| 001 | EMPLOYEES' RETIREMENT PLAN OF ELLIS HOSPITAL | CashBalance | $34.2M | 526 | 2024 | |
| 002 | ELLIS HOSPITAL 403(B) DEFERRED COMPENSATION PLAN | 403b | $335K | 40 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | ELLIS HOSPITAL EMPLOYEE LONG TERM DISABILITY PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $954K | 1,618 | 2024 | |
| 505 | ELLIS HOSPITAL GROUP LIFE PLAN | Fully Insured | FIRST RELIANCE STANDARD | $221K | 1,773 | 2024 | |
| 501 | ELLIS HOSPITAL MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 508 | ELLIS HOSPITAL EMPLOYEE DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 509 | ELLIS HOSPITAL EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans