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Sponsor portfolio

UNITED HELPERS, INC.

EIN 22-2428919-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$9.1M assets
Welfare
1
$419K premiums
Participants
748
8101 STATE HIGHWAY 68 - OGDENSBURG, NY 13669315-393-3074unitedhelpers.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#003401k-$9.0M - 612 part#004403b-$173K - 4 part#505Self Funded-$419K - 127 lives

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 616 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • 401(K) RETIREMENT PLAN (#003)98%
  • 403(B) RETIREMENT PLAN (#004)2%
Total $9.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • TRANSAMERICA RETIREMENT SOLUTIONS98%
  • (Not disclosed)2%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)612
  • 403(B) RETIREMENT PLAN (#004)4
Total 616Click row to drill in

Benefits portfolio analytics

1 plan / $419K premiums / 127 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $419K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNITED HELPERS 401(K) RETIREMENT PLAN

401k

Assets$9.0M
Participants612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

UNITED HELPERS, INC. 403(B) RETIREMENT PLAN

403b

Assets$173K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

UNITED HELPERS GROUP HEALTH PLAN TRUST

Self Funded - FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK

Premiums$419K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003UNITED HELPERS 401(K) RETIREMENT PLAN401k$9.0M6122024
004UNITED HELPERS, INC. 403(B) RETIREMENT PLAN403b$173K42024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505UNITED HELPERS GROUP HEALTH PLAN TRUSTSelf FundedFIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK$419K1272024
Retirement plans
Welfare plans
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