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  2. WRAPAROUND SERVICES OF THE HUDSON VALLEY, INC.
Sponsor portfolio

WRAPAROUND SERVICES OF THE HUDSON VALLEY, INC.

EIN 14-1377518-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$6.9M assets
Welfare
1
$1.0M premiums
Participants
739
PO BOX 1488 - KINGSTON, NY 124021488845-338-4556cpulster.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#002ProfitSharing-$6.1M - 239 part#001403b-$861K - 295 part#503Mixed-$1.0M - 184 lives

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 534 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • DEFINED CONTRIBUTION PLAN (#002)88%
  • HUDSON VALLEY 403(B) (#001)12%
Total $6.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • BPAS ACTUARIAL & PENSION SERVICES88%
  • (Not disclosed)12%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HUDSON VALLEY 403(B) (#001)295
  • DEFINED CONTRIBUTION PLAN (#002)239
Total 534Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$904K
  • Vision$892K
  • Dental$59K
  • Other$38K
  • Life$29K
  • Long-term disability$19K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • ANTHEM LIFE INSURANCE COMPANY87%
  • AETNA LIFE INSURANCE COMPANY6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ROSE & KIERNAN INC76%
  • NFP INSURANCE SERVICES INC24%
Total $50K2 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

WRAPAROUND SERVICES OF THE HUDSON VALLEY DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$6.1M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WRAPAROUND SERVICES OF THE HUDSON VALLEY 403(B) PLAN

403b

Assets$861K
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WRAPAROUND SERVICES OF THE HUDSON VALLEY, INC. WELFARE BENEFIT PLAN

Mixed - ANTHEM BLUE CROSS

Premiums$1.0M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WRAPAROUND SERVICES OF THE HUDSON VALLEY DEFINED CONTRIBUTION PLANProfitSharing$6.1M2392024
001WRAPAROUND SERVICES OF THE HUDSON VALLEY 403(B) PLAN403b$861K2952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WRAPAROUND SERVICES OF THE HUDSON VALLEY, INC. WELFARE BENEFIT PLANMixedANTHEM BLUE CROSS$1.0M1842025
Retirement plans
Welfare plans
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