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Sponsor portfolio

CHESTNUT RIDGE COUNSELING SERVICES

EIN 25-1196948-mental health care-Latest filing 2025
Plans
3
Retirement
2
$10.7M assets
Welfare
1
$2.4M premiums
Participants
473
100 NEW SALEM ROAD, SUITE 116 - UNIONTOWN, PA 15401724-437-0729crcsi.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
3 filings
#002401k-$10.6M - 300 part#001403b-$104K - 3 part#501Fully Insured-$2.4M - 339 lives

Retirement portfolio analytics

2 plans aggregated / $10.7M assets / 303 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • SERVICES, INC. 401(K) (#002)99%
  • INSTITUTE RETIREMENT PLAN (#001)1%
Total $10.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, INC. 401(K) (#002)300
  • INSTITUTE RETIREMENT PLAN (#001)3
Total 303Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Life$36K
  • Short-term disability$29K
  • Long-term disability$19K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • EDGEWOOD PARTNERS INSURANCE CENTER95%
  • GIS BENEFITS INC5%
Total $127K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHESTNUT RIDGE COUNSELING SERVICES, INC. 401(K) PLAN

401k

Assets$10.6M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MENTAL HEALTH & RETARDED CLINIC INSTITUTE RETIREMENT PLAN

403b

Assets$104K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHESTNUT RIDGE COUNSELING SERVICES BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.4M
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHESTNUT RIDGE COUNSELING SERVICES, INC. 401(K) PLAN401k$10.6M3002024
001MENTAL HEALTH & RETARDED CLINIC INSTITUTE RETIREMENT PLAN403b$104K32024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHESTNUT RIDGE COUNSELING SERVICES BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.4M3392025
Retirement plans
Welfare plans
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