PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JONES MEMORIAL HOSPITAL
Sponsor portfolioTH

JONES MEMORIAL HOSPITAL

EIN 22-2807681-hospital & health care-Latest filing 2025
Plans
4
Retirement
3
$23.1M assets
Welfare
1
$3.8M premiums
Participants
941
191 NORTH MAIN STREET - WELLSVILLE, NY 148951150585-593-1100starolean.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
4 filings
#001TraditionalDB-$12.4M - 193 part#003403b-$10.5M - 652 part#002403b-$232K - 4 part#506Mixed-$3.8M - 217 lives

Retirement portfolio analytics

3 plans aggregated / $23.1M assets / 849 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • MEMORIAL HOSPITAL PENSION (#001)54%
  • DEFINED CONTRIBUTION 403(B) (#003)45%
  • SUPPLEMENTAL RETIREMENT PLAN (#002)1%
Total $23.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • (Not disclosed)55%
  • BENEFIT PLANS ADMIN SERVICES, INC.45%
Total $23.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION 403(B) (#003)652
  • MEMORIAL HOSPITAL PENSION (#001)193
  • SUPPLEMENTAL RETIREMENT PLAN (#002)4
Total 849Click row to drill in

Benefits portfolio analytics

1 plan / $3.8M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Life$384K
  • Short-term disability$384K
  • Long-term disability$384K
  • Other$384K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • SYMETRA LIFE INSURANCE COMPANY10%
Total $3.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • USI INSURANCE SERVICES LLC88%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
Total $190K2 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

JONES MEMORIAL HOSPITAL PENSION PLAN

TraditionalDB

Assets$12.4M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN

403b

Assets$10.5M
Participants652
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JONES MEMORIAL HOSPITAL SUPPLEMENTAL RETIREMENT PLAN

403b

Assets$232K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

JONES MEMORIAL HOSPITAL EMPLOYEE BENEFIT PLAN

Mixed - UNIVERA HEALTHCARE

Premiums$3.8M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001JONES MEMORIAL HOSPITAL PENSION PLANTraditionalDB$12.4M1932024
003JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN403b$10.5M6522024
002JONES MEMORIAL HOSPITAL SUPPLEMENTAL RETIREMENT PLAN403b$232K42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506JONES MEMORIAL HOSPITAL EMPLOYEE BENEFIT PLANMixedUNIVERA HEALTHCARE$3.8M2172025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica