PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ST. LUKES CORNWALL HOSPITAL
Sponsor portfolioTH

ST. LUKES CORNWALL HOSPITAL

EIN 14-1340054-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$160.6M assets
Welfare
1
$279K premiums
Participants
3,613
70 DUBOIS STREET - NEWBURGH, NY 12550845-569-2090montefioreslc.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$109.6M - 1,979 part#003TraditionalDB-$51.0M - 927 part#501Mixed-$279K - 1,397 lives

Retirement portfolio analytics

2 plans aggregated / $160.6M assets / 2,906 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • 403(B) RETIREMENT PLAN (#002)68%
  • HOSPITAL RETIREMENT PLAN (#003)32%
Total $160.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)1,979
  • HOSPITAL RETIREMENT PLAN (#003)927
Total 2,906Click row to drill in

Benefits portfolio analytics

1 plan / $279K premiums / 1,397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$166K
  • Vision$51K
  • Short-term disability$43K
  • Long-term disability$43K
  • Other$19K
Total $279K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • METROPOLITAN LIFE INSURANCE COMPANY59%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY16%
  • CAREBRIDGE CORPORATION7%
Total $279K4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • USI INSURANCE SERVICES LLC70%
  • ASSUREDPARTNERS30%
Total $7K2 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

ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN

403b

Assets$109.6M
Participants1,979
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN

TraditionalDB

Assets$51.0M
Participants927
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. LUKE'S CORNWALL HEALTH PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$279K
Covered lives1,397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN403b$109.6M1,9792024
003ST. LUKES CORNWALL HOSPITAL RETIREMENT PLANTraditionalDB$51.0M9272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. LUKE'S CORNWALL HEALTH PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$279K1,3972024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica