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Sponsor portfolioTH

HOUSE OF THE GOOD SHEPHERD

EIN 15-0532199-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$2.6M premiums
Participants
866
1550 CHAMPLIN AVE - UTICA, NY 13502315-235-7780changingchildrenslives.comLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#002403b-$13.3M - 481 part#501Fully Insured-$2.6M - 488 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 488 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Other$317K
  • Life$196K
  • Dental$187K
  • Vision$187K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MVP HEALTH CARE88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • THE PAUL REVERE LIFE INSURANCE COMPANY2%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • WORLD INSURANCE ASSOCIATES LLC96%
  • ADIRONDACK FINANCIAL SERVICES1%
  • BMB BENEFITS GROUP INC1%
  • JOSEPH PAUL PEPLINSKI1%
  • DONALD H MATSON0%
  • +3 more
Total $118K8 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

THE HOUSE OF THE GOOD SHEPHERD 403(B) THRIFT PLAN

403b

Assets$13.3M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOUSE OF THE GOOD SHEPHERD WELFARE BENEFIT PLAN

Fully Insured - MVP HEALTHCARE

Premiums$2.6M
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE HOUSE OF THE GOOD SHEPHERD 403(B) THRIFT PLAN403b$13.3M4812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOUSE OF THE GOOD SHEPHERD WELFARE BENEFIT PLANFully InsuredMVP HEALTHCARE$2.6M4882025
Retirement plans
Welfare plans
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