PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MID-HUDSON VALLEY FEDERAL CREDIT UNION
Sponsor portfolioTH

MID-HUDSON VALLEY FEDERAL CREDIT UNION

EIN 14-1471539-financial services-Latest filing 2025
Plans
2
Retirement
1
$38.2M assets
Welfare
1
$4.9M premiums
Participants
663
1099 MORTON BLVD - KINGSTON, NY 12401845-336-4444mhvfcu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$38.2M - 379 part#501Fully Insured-$4.9M - 415 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Prescription drug$4.5M
  • Life$241K
  • Short-term disability$241K
  • Long-term disability$241K
  • Other$241K
  • +2 more
Total $4.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MVP HEALTH CARE91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • DELTA DENTAL OF CALIFORNIA4%
  • ANTHEM LIFE INSURANCE COMPANY0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $4.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • NFP INSURANCE SERVICES INC77%
  • ROSE & KIERNAN INC13%
  • DIGITAL INSURANCE LLC10%
Total $174K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MID-HUDSON VALLEY FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$38.2M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MID-HUDSON VALLEY FCU BENEFIT PLAN

Fully Insured - MVP HEALTH SERVICES CORP

Premiums$4.9M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MID-HUDSON VALLEY FEDERAL CREDIT UNION 401(K) PLAN401k$38.2M3792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MID-HUDSON VALLEY FCU BENEFIT PLANFully InsuredMVP HEALTH SERVICES CORP$4.9M4152025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica