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Sponsor portfolio

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC

EIN 14-1402059-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$2.0M premiums
Participants
450
253 MANSION STREET - POUGHKEEPSIE, NY 126012623845-473-2500mhadutchess.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$9.0M - 267 part#501Fully Insured-$2.0M - 231 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Other$26K
  • Life$23K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • AETNA LIFE INSURANCE COMPANY99%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • THE HOTALING GROUP72%
  • AMWINS25%
  • MARTIN INSURANCE GROUP2%
Total $102K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST

401k

Assets$9.0M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST401k$9.0M2672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.0M2312025
Retirement plans
Welfare plans
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