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  2. UNITY HOUSE OF TROY, INC.
Sponsor portfolioTH

UNITY HOUSE OF TROY, INC.

EIN 23-2378930-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$26.7M assets
Welfare
1
$1.7M premiums
Participants
971
2431 6TH AVENUE - TROY, NY 121802227518-274-2607unityhouseny.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filings
#001403b-$26.7M - 628 part#504Fully Insured-$1.7M - 400 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 400 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Other$476K
  • Life$434K
  • Short-term disability$432K
  • Dental$404K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • MVP HEALTH CARE72%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • AFLAC1%
  • THE PAUL REVERE LIFE INSURANCE COMPANY1%
  • +2 more
Total $1.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • DIGITAL INSURANCE LLC57%
  • BROWN & BROWN INSURANCE SERVICES30%
  • ASSUREDPARTNERS6%
  • CENTRO BENEFITS RESEARCH LLC6%
  • KRISTA ANNE ROTONDI1%
  • +3 more
Total $140K8 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

UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN

403b

Assets$26.7M
Participants628
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

UNITY HOUSE OF TROY, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.

Premiums$1.7M
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN403b$26.7M6282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504UNITY HOUSE OF TROY, INC. EMPLOYEE BENEFITS PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.$1.7M4002025
Retirement plans
Welfare plans
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