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Sponsor portfolioTH

UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS

EIN 15-0543657-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$76.6M assets
Welfare
1
$985K premiums
Participants
4,108
125 BUSINESS PARK - UTICA, NY 13502315-724-6907
Plans on this EIN
2 filings
#001403b-$76.6M - 2,644 part#505Mixed-$985K - 1,279 lives

Benefits portfolio analytics

1 plan / $985K premiums / 1,279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$545K
  • Stop-loss$406K
  • Short-term disability$294K
  • Life$192K
  • Long-term disability$192K
  • Vision$34K
Total $985K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • BLUE CROSS OF CALIFORNIA41%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA30%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • DAVIS VISION3%
  • EMPLOYEE NETWORK, INC.2%
  • +1 more
Total $985K6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WORLD INSURANCE ASSOCIATES LLC99%
  • ADIRONDACK FINANCIAL SERVICES1%
Total $56K2 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

UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN

403b

Assets$76.6M
Participants2,644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

UNITED CEREBRAL PALSY AND HANDICAPPED PERSONS ASSOCIATION OF THE UTICA AREA INC EMPLOYEE CHOICE PLAN

Mixed - EXCELLUS BLUECROSS BLUESHIELD

Premiums$985K
Covered lives1,279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN403b$76.6M2,6442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505UNITED CEREBRAL PALSY AND HANDICAPPED PERSONS ASSOCIATION OF THE UTICA AREA INC EMPLOYEE CHOICE PLANMixedEXCELLUS BLUECROSS BLUESHIELD$985K1,2792025
Retirement plans
Welfare plans
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