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Sponsor portfolioTH

MARGARET WOODBURY STRONG MUSEUM

EIN 16-0954168-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$794K premiums
Participants
614
1 MANHATTAN SQUARE - ROCHESTER, NY 146073941585-263-2700
Plans on this EIN
2 filings
#001403b-$26.2M - 499 part#501Fully Insured-$794K - 122 lives

Benefits portfolio analytics

1 plan / $794K premiums / 122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$713K
  • Prescription drug$713K
  • Dental$27K
  • Other$26K
  • Long-term disability$16K
  • Short-term disability$7K
  • +2 more
Total $794K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
  • VISION SERVICE PLAN0%
  • +1 more
Total $794K6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • STRATEGIC NON-MEDICAL SOLUTION0%
  • ALLIANCE FINANCIAL NETWORK0%
Total $40K3 slices

Plan deep-dives

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

MARGARET WOODBURY STRONG MUSEUM 403(B) DC PLAN

403b

Assets$26.2M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE STRONG EMPLOYEE BENEFITS PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$794K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARGARET WOODBURY STRONG MUSEUM 403(B) DC PLAN403b$26.2M4992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE STRONG EMPLOYEE BENEFITS PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$794K1222025
Retirement plans
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