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Sponsor portfolioTH

CLAXTON-HEPBURN MEDICAL CENTER

EIN 15-0559686-hospital & health care-Latest filing 2024
Plans
4
Retirement
2
$125.0M assets
Welfare
2
$1.5M premiums
Participants
2,935
214 KING ST - OGDENSBURG, NY 136691142315-393-3600claxtonhepburn.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
4 filings
#004403b-$88.0M - 1,115 part#001TraditionalDB-$37.0M - 701 part#501Self Funded-$835K - 255 lives#502Mixed-$696K - 864 lives

Retirement portfolio analytics

2 plans aggregated / $125.0M assets / 1,816 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • 403B RETIREMENT PLAN (#004)70%
  • CLAXTON-HEPBURN MEDICAL CENTER (#001)30%
Total $125.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • BENEFIT PLANS ADMIN SERVICES, INC.70%
  • (Not disclosed)30%
Total $125.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403B RETIREMENT PLAN (#004)1,115
  • CLAXTON-HEPBURN MEDICAL CENTER (#001)701
Total 1,816Click row to drill in

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
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITEDHEALTHCARE INSURANCE COMPANY55%
  • SUN LIFE ASSURANCE COMPANY OF CANADA45%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • UNITED PROFESSIONAL BENEFITS63%
  • JAMES R NELLIGAN & ASSOCIATES LLC37%
Total $30K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN

403b

Assets$88.0M
Participants1,115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER

TraditionalDB

Assets$37.0M
Participants701
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLAXTON-HEPBURN MEDICAL CENTER GROUP HEALTH BENEFIT PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$835K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CLAXTON-HEPBURN MEDICAL CENTER WELFARE BENEFIT PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)

Premiums$696K
Covered lives864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN403b$88.0M1,1152024
001RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTERTraditionalDB$37.0M7012024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLAXTON-HEPBURN MEDICAL CENTER GROUP HEALTH BENEFIT PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$835K2552024
502CLAXTON-HEPBURN MEDICAL CENTER WELFARE BENEFIT PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$696K8642024
Retirement plans
Welfare plans
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