# COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN FOR THE EMPLOYEES OF MID-HUDSON VALLEY STAFFCO, LLC

Health and welfare plan sponsored by **PEO MID-HUDSON VALLEY STAFFCO**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PEO MID-HUDSON VALLEY STAFFCO |
| EIN | 465076007 |
| Plan number | 507 |
| Plan year | 2025 |
| Location | POUGHKEEPSIE, NY |
| Industry | Health Care and Social Assistance |
| Funding | mixed |
| Total premiums | $4.7M |
| Participants | 842 |
| Persons covered | 4,838 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LINCOLN FINANCIAL GROUP | Life, STD, LTD, Other |
| METLIFE LEGAL PLANS | Dental, HMO, Vision |
| AETNA LIFE INSURANCE COMPANY | Indemnity, Other |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| EOI SERVICE COMPANY INC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| JAMES DUNCAN DAVIDSON | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK |
| GALLAGHER BENEFIT SERVICES, INC. | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK |
| GIS BENEFITS INC | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK |
| GALLAGHER BENEFIT SERVICES, INC. | METROPOLITAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/465076007-507
- Cite as: PlanOptica, https://planoptica.com/welfare/465076007-507
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers