Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CONCEPTS OF INDEPENDENCE, INC.
EIN 51-0239824hospital & health careLatest filing 2025
Plans
4
Retirement
4
$24.0M assets
Welfare
0
Participants
5,088
120 WALL STREET 9TH FLOOR - NEW YORK, NY 10005212-293-9999coiny.orgLinkedIn51-200 employeeshospital & health care
Retirement portfolio analytics
4 plans aggregated / $24.0M assets / 5,088 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CONCEPTS OF INDEPENDENCE, INC. SUPPLEMENTAL RETIREMENT PLAN
ProfitSharing
Assets$11.9M
Participants4,124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CONCEPTS SALARY DEFERRAL 403(B) PLAN
403b
Assets$7.4M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONCEPTS OF INDEPENDENCE, INC. STAFF PROFIT SHARING PLAN
ProfitSharing
Assets$4.0M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SECTION 403(B) PLAN FOR CONCEPTS OF INDEPENDENCE, INC.
403b
Assets$758K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CONCEPTS OF INDEPENDENCE, INC. SUPPLEMENTAL RETIREMENT PLAN | ProfitSharing | $11.9M | 4,124 | 2025 | |
| 005 | CONCEPTS SALARY DEFERRAL 403(B) PLAN | 403b | $7.4M | 571 | 2025 | |
| 002 | CONCEPTS OF INDEPENDENCE, INC. STAFF PROFIT SHARING PLAN | ProfitSharing | $4.0M | 364 | 2025 | |
| 004 | SECTION 403(B) PLAN FOR CONCEPTS OF INDEPENDENCE, INC. | 403b | $758K | 29 | 2024 |
Retirement plans