Sponsor portfolioTH

SPRINGBROOK NY, INC.

EIN 15-0539129individual & family servicesLatest filing 2025

Plans

Retirement

$54.3M assets

Welfare

$564K premiums

Participants

3,906

105 CAMPUS DRIVE - ONEONTA, NY 138203111607-286-7171springbrookny.orgLinkedIn1001-5000 employeesindividual & family services

Plans on this EIN

3 filings

#002401k-$54.3M - 2,053 part #520Mixed-$564K - 1,581 lives #505Self Funded-0 lives

Benefits portfolio analytics

2 plans / $564K premiums / 1,581 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$265K
Dental$264K
Short-term disability$215K
Long-term disability$215K
Other$215K
Vision$34K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

47%top

BLUE CROSS OF CALIFORNIA47%
METROPOLITAN LIFE INSURANCE COMPANY38%
UNUM LIFE INSURANCE COMPANY OF AMERICA9%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%

Broker market share

Schedule A broker compensation

Split broker

91%top

USI INSURANCE SERVICES LLC91%
ROBERT G. RELPH AGENCY, INC.6%
GCG FINANCIAL LLC2%
RELPH ROBERT G AGENCY INC0%

Plan deep-dives

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

Retirement#002

SPRINGBROOK AND AFFILIATES 401(K)

401k

Assets$54.3M

Participants2,053

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#520