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Sponsor portfolio

ST. ANNE INSTITUTE

EIN 14-1340098-individual & family services-Latest filing 2025
Plans
3
Retirement
1
$4.9M assets
Welfare
2
$1.4M premiums
Participants
691
160 NORTH MAIN AVENUE - ALBANY, NY 122061821518-437-6500stanneinstitute.comLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#002403b-$4.9M - 321 part#520Mixed-$1.4M - 145 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$128K
  • Vision$128K
  • Short-term disability$128K
  • Long-term disability$128K
  • Other$128K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MVP HEALTH CARE91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ROBERT G. RELPH AGENCY, INC.92%
  • GCG FINANCIAL LLC8%
Total $77K2 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. ANNE INSTITUTE 403(B) PLAN

403b

Assets$4.9M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

ST. ANNE INSTITUTE WELFARE BENEFITS PLAN

Mixed - MVP HEALTH SERVICES CORP

Premiums$1.4M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ST. ANNE INSTITUTE HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ST. ANNE INSTITUTE 403(B) PLAN403b$4.9M3212025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520ST. ANNE INSTITUTE WELFARE BENEFITS PLANMixedMVP HEALTH SERVICES CORP$1.4M1452025
502ST. ANNE INSTITUTE HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002025
Retirement plans
Welfare plans
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