Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALBANY MED HEALTH SYSTEM
EIN 14-1641730hospital & health careLatest filing 2024
Plans
3
Retirement
2
$889.1M assets
Welfare
1
$5.3M premiums
Participants
25,930
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $889.1M assets / 25,930 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.3M premiums / 7,179 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.8M
- Short-term disability$4.8M
- Long-term disability$4.8M
- Other$4.8M
- Health$482K
- Vision$482K
Carrier market share
Premium dollars by Schedule A carrier
91%top
- SUN LIFE ASSURANCE COMPANY OF CANADA91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
59%top
- DIGITAL INSURANCE LLC59%
- ALEXANDER BENEFITS CONSULTING33%
- MARSHALL & STERLING EMPLOYEE BENEFI7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALBANY MEDICAL CENTER 403(B) PLAN
403b
Assets$599.4M
Participants12,359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE ALBANY MEDICAL CENTER RETIREMENT PLAN
CashBalance
Assets$289.7M
Participants13,571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
ALBANY MEDICAL CENTER WELFARE PLAN
Mixed - SUN LIFE AND HEALTH INSURANCE COMPA NY
Premiums$5.3M
Covered lives7,179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALBANY MEDICAL CENTER 403(B) PLAN | 403b | $599.4M | 12,359 | 2024 | |
| 003 | THE ALBANY MEDICAL CENTER RETIREMENT PLAN | CashBalance | $289.7M | 13,571 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | ALBANY MEDICAL CENTER WELFARE PLAN | Mixed | SUN LIFE AND HEALTH INSURANCE COMPA NY | $5.3M | 7,179 | 2024 |
Retirement plans
Welfare plans