PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HOUSE OF THE GOOD SHEPHERD

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 15-0532199

HOUSE OF THE GOOD SHEPHERD

1550 CHAMPLIN AVE · UTICA, NY 13502
3152357780
Plans filed
2
Years active
2016–2026
Industry
NAICS 62
Latest filing
2026
Total premiums (latest)
$2.7M
No prior year
Persons covered
275
No prior year
Total participants
275
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.7M
HOUSE OF THE GOOD SHEPHERD WELFARE BENEFIT PLAN
Fully insured275 covered·4 carriers
Primary: MVP HEALTHCARE
Plan #510$0
THE HOUSE OF THE GOOD SHEPHERD (PPO) HEALTH REIMBURSEMENT ACCOUNT DEDUCTIBLE ONLY
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M40.8%
Prescription drug$2.4M40.8%
Other$317K5.4%
Life$196K3.3%
Dental$187K3.2%
Vision$187K3.2%
Long-term disability$187K3.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
MVP HEALTH CARE
EIN 141640868
HRx
$2.4M88.3%11275
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$255K9.4%12275
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041590994
Oth
$53K1.9%1149
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LOth
$9K0.3%1156

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WORLD INSURANCE ASSOCIATES LLCNEW HARTFORD, NYSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.), THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE PAUL REVERE LIFE INSURANCE COMPANY, MVP HEALTHCARE$109K$4K$113K95.5%1
ADIRONDACK FINANCIAL SERVICESUTICA, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$2K$0$2K1.3%1
BMB BENEFITS GROUP INCHERKIMER, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$1K$13$1K1.2%1
JOSEPH PAUL PEPLINSKILIVERPOOL, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$1K$0$1K1.0%1
DONALD H MATSONAUBURN, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$500$2$5020.4%1
KEVIN EDWARDSCICERO, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$282$158$4400.4%1
CHERYL C NELSONCICERO, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$171$0$1710.1%1
PERRY L KANFERSYRACUSE, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$114$0$1140.1%1
MEAGAN M MARTINCLAY, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$22$0$220.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica