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Sponsor portfolio

BERTRAND CHAFFEE HOSPITAL

EIN 16-0743921-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$8.5M assets
Welfare
2
$2.1M premiums
Participants
632
224 E MAIN ST - SPRINGVILLE, NY 141411443716-592-2871LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$8.5M - 277 part#501Fully Insured-$2.1M - 121 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 121 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • INDEPENDENT HEALTH100%
Total $2.2M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LAWLEY BENEFITS GROUP LLC100%
Total $46K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BERTRAND CHAFFEE HOSPITAL 403 B RETIREMENT PLAN

403b

Assets$8.5M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

BERTRAND CHAFFEE HOSPITAL CAFETERIA AND MEDICAL INSURANCE PREMIUM PLAN

Fully Insured - INDEPENDENT HEALTH BENEFITS CORPORATION

Premiums$2.1M
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#502

LIFE ADD LTD PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BERTRAND CHAFFEE HOSPITAL 403 B RETIREMENT PLAN403b$8.5M2772024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERTRAND CHAFFEE HOSPITAL CAFETERIA AND MEDICAL INSURANCE PREMIUM PLANFully InsuredINDEPENDENT HEALTH BENEFITS CORPORATION$2.1M1212025
502LIFE ADD LTD PLANSelf Funded-$002024
Retirement plans
Welfare plans
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