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Sponsor portfolio

PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, P.C.

EIN 14-1536357-building materials-Latest filing 2025
Plans
4
Retirement
3
$61.0M assets
Welfare
1
$349K premiums
Participants
805
243 NORTH ROAD, SUITE 304 - POUGHKEEPSIE, NY 12601845-437-5004premiermetalgroup.comLinkedIn11-50 employeesbuilding materials
Plans on this EIN
4 filings
#002401k-$30.3M - 348 part#001401k-$26.4M - 159 part#003401k-$4.4M - 75 part#501Mixed-$349K - 223 lives

Retirement portfolio analytics

3 plans aggregated / $61.0M assets / 582 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN & TRUST (#002)50%
  • PROFIT SHARING PLAN (#001)43%
  • PLAN AND TRUST (#003)7%
Total $61.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)348
  • PROFIT SHARING PLAN (#001)159
  • PLAN AND TRUST (#003)75
Total 582Click row to drill in

Benefits portfolio analytics

1 plan / $349K premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$89K
  • Short-term disability$82K
  • Long-term disability$76K
  • Dental$65K
  • Vision$37K
Total $349K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
  • EYEMED VISION CARE11%
  • TELADOC1%
Total $349K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • MARSH & MCLENNAN AGENCY LLC56%
  • JAMES R NELLIGAN & ASSOCIATES LLC24%
  • NFP INSURANCE SERVICES INC13%
  • MARSHALL & STERLING EMPLOYEE BENEFI8%
Total $66K4 slices

Plan deep-dives

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

PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$30.3M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PREMIER MEDICAL GROUP PROFIT SHARING PLAN

401k

Assets$26.4M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$4.4M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC WELFARE BENEFIT PLAN

Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$349K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC 401K PROFIT SHARING PLAN & TRUST401k$30.3M3482024
001PREMIER MEDICAL GROUP PROFIT SHARING PLAN401k$26.4M1592024
003PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC 401K PROFIT SHARING PLAN AND TRUST401k$4.4M752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC WELFARE BENEFIT PLANMixedLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$349K2232025
Retirement plans
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