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Sponsor portfolio

WOODLAND POND

EIN 30-0164277-Latest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$1.7M premiums
Participants
562
100 WOODLAND POND CIRCLE - NEW PALTZ, NY 12561845-256-5800
Plans on this EIN
2 filings
#001403b-$4.2M - 374 part#501Fully Insured-$1.7M - 175 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$79K
  • Other$44K
  • Life$21K
  • Long-term disability$19K
  • Vision$13K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • MVP HEALTH CARE90%
  • DELTA DENTAL OF CALIFORNIA5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • AMERITAS LIFE INSURANCE CORP.1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • NFP INSURANCE SERVICES INC82%
  • ROSE & KIERNAN INC18%
Total $87K2 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

WOODLAND POND 403(B) PENSION PLAN

403b

Assets$4.2M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODLAND POND HEALTH & WELFARE PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN

Premiums$1.7M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOODLAND POND 403(B) PENSION PLAN403b$4.2M3742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODLAND POND HEALTH & WELFARE PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN$1.7M1752025
Retirement plans
Welfare plans
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