Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
3 plans aggregated / $129.4M assets / 4,132 participants
Share of aggregate retirement assets
Active + retired + deferred vested
5 plans / $296K premiums / 881 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.
403(b)
Traditional DB
Traditional DB
Fully insured - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)
Self-funded
Self-funded
Self-funded
Self-funded
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OLEAN GENERAL HOSPITAL SAVINGS INCENTIVE PLAN | 403(b) | $81.5M | 2,645 | 2024 |
| #003 | BRADFORD HOSPITAL RETIREMENT PLAN | Traditional DB | $24.8M | 695 | 2025 |
| #001 | PENSION PROGRAM FOR EMPLOYEES OF OLEAN GENERAL HOSPITAL | Traditional DB | $23.2M | 792 | 2025 |
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #924 | OLEAN AD&D, LTD AND LIFE PLAN | Fully insured | SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | $296K | 881 | 2025 |
| #502 | GROUP MEDICAL CARE FOR EMPLOYEES | Self-funded | - | $0 | 0 | 2025 |
| #504 | COMMUNITY BLUE PLAN FOR EMPLOYEES OF OLEAN GENERAL HOSPITAL | Self-funded | - | $0 | 0 | 2025 |
| #508 | DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
| #509 | BRADFORD REGIONAL DENTAL | Self-funded | - | $0 | 0 | 2025 |