Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$17.3M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $19.2M assets / 955 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $3.5M premiums / 376 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)
403(b)
Fully insured - MVP HEALTHCARE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ACCESSCNY, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST | 401(k) | $17.3M | 914 | 2025 |
| #005 | SPAULDING P.R.A.Y. RESIDENCE CORP. EMPLOYEES' 403(B) ANNUITY PLAN | 403(b) | $1.8M | 41 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | ACCESSCNY, INC. WELFARE PLAN | Fully insured | MVP HEALTHCARE | $3.5M | 376 | 2025 |