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Sponsor portfolio

COMMUNITY WORK AND INDEPENDENCE, INC.

EIN 14-1470091-medical practice-Latest filing 2025
Plans
3
Retirement
2
$12.6M assets
Welfare
1
$2.4M premiums
Participants
859
37 EVERTS AVE - GLENS FALLS, NY 128042040518-792-8351LinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filings
#002MoneyPurchase-$8.3M - 334 part#003401k-$4.3M - 300 part#501Mixed-$2.4M - 222 lives

Retirement portfolio analytics

2 plans aggregated / $12.6M assets / 634 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • INC. RETIREMENT PLAN (#002)66%
  • INDEPENDENCE, INC. 401(K) (#003)34%
Total $12.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GLENS FALLS NATIONAL BANK AND TRUST100%
Total $12.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)334
  • INDEPENDENCE, INC. 401(K) (#003)300
Total 634Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$88K
  • Vision$83K
  • Life$83K
  • Long-term disability$83K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DELTA DENTAL OF CALIFORNIA4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSHALL & STERLING EMPLOYEE BENEFI100%
Total $83K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COMMUNITY, WORK, AND INDEPENDENCE, INC. RETIREMENT PLAN

MoneyPurchase

Assets$8.3M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

COMMUNITY, WORK, AND INDEPENDENCE, INC. 401(K) PLAN

401k

Assets$4.3M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY WORK AND INDEPENDENCE, INC. WELFARE BENEFITS PLAN

Mixed - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC

Premiums$2.4M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COMMUNITY, WORK, AND INDEPENDENCE, INC. RETIREMENT PLANMoneyPurchase$8.3M3342024
003COMMUNITY, WORK, AND INDEPENDENCE, INC. 401(K) PLAN401k$4.3M3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY WORK AND INDEPENDENCE, INC. WELFARE BENEFITS PLANMixedHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC$2.4M2222025
Retirement plans
Welfare plans
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