Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE CENTER FOR DISCOVERY, INC.
EIN 14-1395426hospital & health careLatest filing 2025
Plans
3
Retirement
2
$79.2M assets
Welfare
1
$735K premiums
Participants
3,450
641 OLD ROUTE 17, P.O. BOX 840 - HARRIS, NY 12742845-794-1400thecenterfordiscovery.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $79.2M assets / 1,974 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $735K premiums / 1,484 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$357K
- Long-term disability$251K
- Life$127K
- Other$127K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
- AFLAC49%
Broker market share
Schedule A broker compensation
61%top
- VINCENT TAYLOR ECHOLS61%
- PILOT BENEFITS GROUP LLC13%
- MICHELE J ZRELAK4%
- JASON HARTMAN4%
- TAYLOR J COMBS3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CENTER FOR DISCOVERY RETIREMENT PLAN
401k
Assets$73.3M
Participants1,933
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CENTER FOR DISCOVERY 403(B) PLAN
403b
Assets$5.9M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SDTC WELFARE PLAN
Mixed - AFLAC
Premiums$735K
Covered lives1,484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CENTER FOR DISCOVERY RETIREMENT PLAN | 401k | $73.3M | 1,933 | 2024 | |
| 002 | THE CENTER FOR DISCOVERY 403(B) PLAN | 403b | $5.9M | 41 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SDTC WELFARE PLAN | Mixed | AFLAC | $735K | 1,484 | 2025 |
Retirement plans
Welfare plans