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Sponsor portfolio

ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC.

EIN 16-1391191-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$478K premiums
Participants
552
299 EAST RIVER ROAD - OSWEGO, NY 13126315-342-3166
Plans on this EIN
2 filings
#001ProfitSharing-$2.7M - 203 part#502Mixed-$478K - 349 lives

Benefits portfolio analytics

1 plan / $478K premiums / 349 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$460K
  • Prescription drug$460K
  • Life$9K
  • Other$9K
  • Long-term disability$4K
  • Vision$4K
Total $478K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • HARTFORD LIFE AND ACCIDENT2%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $478K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BDS CORP OF CNY INC.98%
  • JAMES R NELLIGAN & ASSOCIATES LLC2%
  • ALLIANCE ADVISORY GRP INC0%
Total $24K3 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

ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC. RETIREMENT PLAN

ProfitSharing

Assets$2.7M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ST LUKE RESIDENTIAL HEALTH CARE FACILITY WELFARE BENEFIT PLAN

Mixed - EXCELLUS BLUECROSS BLUESHIELD

Premiums$478K
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC. RETIREMENT PLANProfitSharing$2.7M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ST LUKE RESIDENTIAL HEALTH CARE FACILITY WELFARE BENEFIT PLANMixedEXCELLUS BLUECROSS BLUESHIELD$478K3492024
Retirement plans
Welfare plans
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