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Sponsor portfolioTH

RICHMOND MEDICAL CENTER

EIN 74-3177454-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$11.8M assets
Welfare
1
$714K premiums
Participants
939
669 CASTLETON AVE - STATEN ISLAND, NY 103012028718-442-2225
Plans on this EIN
3 filings
#001TraditionalDB-$8.8M - 95 part#002OtherDC-$3.0M - 57 part#501Mixed-$714K - 1,223 lives

Retirement portfolio analytics

2 plans aggregated / $11.8M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • HEALTH SOCIETY, INC. (#001)75%
  • HEALTH SOCIETY, INC. (#002)25%
Total $11.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SOCIETY, INC. (#001)95
  • HEALTH SOCIETY, INC. (#002)57
Total 152Click row to drill in

Benefits portfolio analytics

1 plan / $714K premiums / 1,223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$490K
  • Vision$490K
  • Life$197K
  • Other$26K
Total $714K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • ANTHEM LIFE INSURANCE COMPANY69%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK31%
Total $714K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • PROFESSIONAL GROUP PLANS INC52%
  • ONEGROUP NY INC48%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $132K3 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

EMPLOYEE BENEFIT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

TraditionalDB

Assets$8.8M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

OtherDC

Assets$3.0M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RICHMOND UNIVERSITY MEDICAL CENTER HEALTH AND WELFARE PLAN

Mixed - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$714K
Covered lives1,223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EMPLOYEE BENEFIT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.TraditionalDB$8.8M952025
002403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.OtherDC$3.0M572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RICHMOND UNIVERSITY MEDICAL CENTER HEALTH AND WELFARE PLANMixedANTHEM BLUE CROSS AND BLUE SHIELD$714K1,2232024
Retirement plans
Welfare plans
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