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Sponsor portfolio

ELIZABETH WENDE BREAST CARE, LLC

EIN 26-1124473-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$36.9M assets
Welfare
1
$1.6M premiums
Participants
448
170 SAWGRASS DRIVE - ROCHESTER, NY 14620585-442-2190ewbc.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$29.9M - 193 part#003CashBalance-$7.0M - 121 part#501Mixed-$1.6M - 134 lives

Retirement portfolio analytics

2 plans aggregated / $36.9M assets / 314 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PROFIT SHARING PLAN (#001)81%
  • LLC RETIREMENT PLAN (#003)19%
Total $36.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • THE WATERFORD GROUP LLC81%
  • (Not disclosed)19%
Total $36.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)193
  • LLC RETIREMENT PLAN (#003)121
Total 314Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$289K
  • Long-term disability$289K
  • Other$289K
  • Dental$71K
  • Vision$10K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • SYMETRA LIFE INSURANCE COMPANY19%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • TITAN INS & EMPLOYEE BENEFITS55%
  • STEALTH PARTNER GROUP LLC44%
  • TITAN INSURANCE AND EMPLOYEE B1%
Total $90K3 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

ELIZABETH WENDE BREAST CARE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$29.9M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ELIZABETH WENDE BREAST CARE LLC RETIREMENT PLAN

CashBalance

Assets$7.0M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.6M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELIZABETH WENDE BREAST CARE, LLC 401(K) PROFIT SHARING PLAN401k$29.9M1932024
003ELIZABETH WENDE BREAST CARE LLC RETIREMENT PLANCashBalance$7.0M1212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OFMixedEXCELLUS BLUE CROSS BLUE SHIELD$1.6M1342025
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