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Sponsor portfolioTH

ABILITIES FIRST, INC.

EIN 14-1467427-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$12.7M assets
Welfare
1
$5.1M premiums
Participants
864
167 MYERS CORNERS RD STE 202 - WAPPINGERS FALLS, NY 125903869845-485-9803abilitiesfirstny.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filings
#004401k-$7.3M - 354 part#002ProfitSharing-$5.4M - 127 part#501Fully Insured-$5.1M - 447 lives

Retirement portfolio analytics

2 plans aggregated / $12.7M assets / 481 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • 401(K) P/S PLAN (#004)58%
  • PROFIT SHARING PLAN (#002)42%
Total $12.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TRANSAMERICA RETIREMENT SOLUTIONS100%
Total $12.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#004)354
  • PROFIT SHARING PLAN (#002)127
Total 481Click row to drill in

Benefits portfolio analytics

1 plan / $5.1M premiums / 447 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Dental$121K
  • Vision$21K
Total $5.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • MVP HEALTH CARE97%
  • DELTA DENTAL OF CALIFORNIA2%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $5.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $143K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ABILITIES FIRST, INC. UNION 401(K) P/S PLAN

401k

Assets$7.3M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ABILITIES FIRST, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$5.4M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ABILITIES FIRST, INC. HEALTH RELATED

Fully Insured - MVP

Premiums$5.1M
Covered lives447
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004ABILITIES FIRST, INC. UNION 401(K) P/S PLAN401k$7.3M3542024
002ABILITIES FIRST, INC. PROFIT SHARING PLANProfitSharing$5.4M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ABILITIES FIRST, INC. HEALTH RELATEDFully InsuredMVP$5.1M4472025
Retirement plans
Welfare plans
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