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  2. ANTHONY L. JORDAN HEALTH CENTER, INC.
Sponsor portfolio

ANTHONY L. JORDAN HEALTH CENTER, INC.

EIN 16-0977295-medical practice-Latest filing 2025
Plans
3
Retirement
2
$15.5M assets
Welfare
1
$1.6M premiums
Participants
625
82 HOLLAND STREET - ROCHESTER, NY 14605585-423-5800LinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001403b-$13.2M - 345 part#002TraditionalDB-$2.3M - 67 part#530Fully Insured-$1.6M - 212 lives

Retirement portfolio analytics

2 plans aggregated / $15.5M assets / 412 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • INC PRE-TAX Savings (#001)85%
  • CORPORATION EMPLOYEES' PENSION (#002)15%
Total $15.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • BENEFIT PLANS ADMIN SERVICES, INC.85%
  • (Not disclosed)15%
Total $15.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC PRE-TAX Savings (#001)345
  • CORPORATION EMPLOYEES' PENSION (#002)67
Total 412Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$86K
  • Life$77K
  • Long-term disability$77K
  • Other$77K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • IMG0%
Total $80K2 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

ANTHONY L JORDAN HEALTH CENTER INC PRE-TAX SAVINGS PLAN

403b

Assets$13.2M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$2.3M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

ANTHONY L JORDAN HEALTH CENTER INC WELFARE BENEFIT PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.6M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANTHONY L JORDAN HEALTH CENTER INC PRE-TAX SAVINGS PLAN403b$13.2M3452024
002ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLANTraditionalDB$2.3M672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
530ANTHONY L JORDAN HEALTH CENTER INC WELFARE BENEFIT PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.6M2122025
Retirement plans
Welfare plans
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