PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC
Sponsor portfolioTH

CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC

EIN 14-1641028-insurance-Latest filing 2025
Plans
2
Retirement
1
$267.2M assets
Welfare
1
$25.7M premiums
Participants
3,106
6 WELLNESS WAY - LATHAM, NY 121102156518-641-3000cdphn.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001401k-$267.2M - 1,732 part#501Fully Insured-$25.7M - 2,668 lives

Benefits portfolio analytics

1 plan / $25.7M premiums / 2,668 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$24.2M
  • Dental$24.2M
  • Vision$24.2M
  • Prescription drug$24.2M
  • Short-term disability$607K
  • Life$569K
  • +2 more
Total $25.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CDPHP94%
  • HARTFORD LIFE AND ACCIDENT5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • FAMILY LIFE INSURANCE COMPANY0%
Total $25.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • REISER CONSULTING GROUP, INC.55%
  • DELTA DENTAL OF NEW YORK42%
  • NEW YORK LONG TERM CARE BROKER2%
  • JOHN M AUDI2%
Total $150K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$267.2M
Participants1,732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CDPHP WELFARE AND FRINGE BENEFITS PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN, INC.

Premiums$25.7M
Covered lives2,668
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN, INC. 401(K) PROFIT SHARING PLAN401k$267.2M1,7322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CDPHP WELFARE AND FRINGE BENEFITS PLANFully InsuredCAPITAL DISTRICT PHYSICIANS' HEALTH PLAN, INC.$25.7M2,6682025
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