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Sponsor portfolioTH

ADAPT OF THE HUDSON VALLEY, INC.

EIN 86-2864372-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$4.3M premiums
Participants
1,250
420 SCHUTT ROAD - MIDDLETOWN, NY 10940845-692-4444adapthv.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$6.3M - 725 part#520Fully Insured-$4.3M - 525 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$120K
  • Vision$120K
  • Long-term disability$77K
  • Short-term disability$13K
Total $4.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • ANTHEM LIFE INSURANCE COMPANY94%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • EMBLEMHEALTH1%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • PILOT BENEFITS GROUP LLC86%
  • NFP INSURANCE SERVICES INC14%
  • PREMIER WORKSITE SOLUTIONS INC-0%
Total $99K3 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

ADAPT OF THE HUDSON VALLEY, INC. 401(K) PLAN

401k

Assets$6.3M
Participants725
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

ADAPT OF THE HUDSON VALLEY WRAP PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$4.3M
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADAPT OF THE HUDSON VALLEY, INC. 401(K) PLAN401k$6.3M7252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520ADAPT OF THE HUDSON VALLEY WRAP PLANFully InsuredANTHEM BLUE CROSS$4.3M5252025
Retirement plans
Welfare plans
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