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  2. PROACTION OF STEUBEN AND YATES, INC
Sponsor portfolio

PROACTION OF STEUBEN AND YATES, INC

EIN 16-0914512-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$1.2M premiums
Participants
494
117 E. STEUBEN ST. - BATH, NY 14810607-776-2125
Plans on this EIN
2 filings
#001403b-$7.7M - 293 part#520Fully Insured-$1.2M - 201 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$94K
  • Other$75K
  • Life$73K
  • Short-term disability$73K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • MVP HEALTH CARE85%
  • BLUE CROSS OF CALIFORNIA9%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • EMPLOYEE NETWORK, INC.0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CONSILIARIUM GROUP LLC100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRO ACTION OF STEUBEN & YATES, INC. 403(B) RETIREMENT PLAN

403b

Assets$7.7M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

PROACTION OF STEUBEN AND YATES, INC HEALTH & WELFARE BENEFITS PLAN

Fully Insured - MVP HEALTHCARE

Premiums$1.2M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRO ACTION OF STEUBEN & YATES, INC. 403(B) RETIREMENT PLAN403b$7.7M2932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520PROACTION OF STEUBEN AND YATES, INC HEALTH & WELFARE BENEFITS PLANFully InsuredMVP HEALTHCARE$1.2M2012025
Retirement plans
Welfare plans
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