Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$35.5M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $65.3M assets / 629 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $349K premiums / 223 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
401(k)
Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC 401K PROFIT SHARING PLAN & TRUST | 401(k) | $35.5M | 415 | 2025 |
| #001 | PREMIER MEDICAL GROUP PROFIT SHARING PLAN | 401(k) | $25.7M | 132 | 2025 |
| #003 | PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC 401K PROFIT SHARING PLAN AND TRUST | 401(k) | $4.1M | 82 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PREMIER MEDICAL GROUP OF THE HUDSON VALLEY, PC WELFARE BENEFIT PLAN | Mixed | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $349K | 223 | 2025 |