Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$44K
- Long-term disability$44K
- Other$44K
Sponsor portfolio
ORCHARD PARK CCRC, INC.
EIN 16-1584941Latest filing 2025
Plans
3
Retirement
1
$2.6M assets
Welfare
2
$44K premiums
Participants
590
1 FOX RUN LN - ORCHARD PARK, NY 141273165716-662-5001
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $44K premiums / 162 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
72%top
- STEVEN GOODWIN72%
- AMWINS16%
- USI INSURANCE SERVICES LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FOX RUN 403(B) PLAN
403b
Assets$2.6M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FOX RUN AT ORCHARD PARK
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$44K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
YOURWAY HRA BENEFIT PLAN OF FOX RUN AT ORCHARD PARK
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FOX RUN 403(B) PLAN | 403b | $2.6M | 292 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOX RUN AT ORCHARD PARK | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $44K | 162 | 2025 | |
| 502 | YOURWAY HRA BENEFIT PLAN OF FOX RUN AT ORCHARD PARK | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans