Assets by plan
Share of aggregate retirement assets
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Claxton-Hepburn Medical Center
EIN 15-0559686hospital & health careLatest filing 2024
Plans
4
Retirement
2
$125.0M assets
Health & Benefits
2
$1.5M premiums
Participants
2,935
214 KING ST - OGDENSBURG, NY 136691142315-393-3600claxtonhepburn.orgLinkedIn501-1000 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $125.0M assets / 1,816 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$37.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.5M premiums / 1,119 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$835K
- Other$696K
- Dental$271K
- Vision$271K
- Life$240K
- Short-term disability$185K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN
403(b)
Assets$88.0M
Participants1,115
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER
Traditional DB
Assets$37.0M
Participants701
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CLAXTON-HEPBURN MEDICAL CENTER GROUP HEALTH BENEFIT PLAN
Self-funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)
Premiums$835K
Covered lives255
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
CLAXTON-HEPBURN MEDICAL CENTER WELFARE BENEFIT PLAN
Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)
Premiums$696K
Covered lives864
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN | 403(b) | $88.0M | 1,115 | 2024 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER | Traditional DB | $37.0M | 701 | 2024 |
- #004 · 403(b) · 20241,115
- #001 · Traditional DB · 2024701
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CLAXTON-HEPBURN MEDICAL CENTER GROUP HEALTH BENEFIT PLAN | Self-funded | OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) | $835K | 255 | 2024 |
| #502 | CLAXTON-HEPBURN MEDICAL CENTER WELFARE BENEFIT PLAN | Mixed | SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | $696K | 864 | 2024 |
- #501 · Self-funded · OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) · 2024255
- #502 · Mixed · SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) · 2024864
Retirement plans
Health & Benefits plans