PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Monroe Plan for Medical Care, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Monroe Plan for Medical Care, Inc.

EIN 16-0973194-insurance-Latest filing 2025
Plans
2
Retirement
1
$25.9M assets
Health & Benefits
1
$2.4M premiums
Participants
414
1120 PITTSFORD VICTOR ROAD - PITTSFORD, NY 145343818585-256-8474monroeplan.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#002401(k)-$25.9M - 242 part#510Fully insured-$2.4M - 171 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.4M premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$115K
  • Short-term disability$79K
  • Long-term disability$79K
  • Other$64K
  • +2 more
Total $2.4M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN

401(k)

Assets$25.9M
Participants242
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

MONROE PLAN FOR MEDICAL CARE INC WELFARE BENEFITS PLAN

Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.4M
Covered lives171
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN401(k)$25.9M2422025
  • MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN$25.9M
    #002 · 401(k) · 2025242

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510MONROE PLAN FOR MEDICAL CARE INC WELFARE BENEFITS PLANFully insuredEXCELLUS BLUE CROSS BLUE SHIELD$2.4M1712025
  • MONROE PLAN FOR MEDICAL CARE INC WELFARE BENEFITS PLAN$2.4M
    #510 · Fully insured · EXCELLUS BLUE CROSS BLUE SHIELD · 2025171
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica