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Sponsor portfolioWelfare / HealthEIN 46-5076007

PEO MID-HUDSON VALLEY STAFFCO

241 NORTH ROAD · POUGHKEEPSIE, NY 12601
9144937145
Plans filed
1
Years active
2022–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.7M
No prior year
Persons covered
4,838
No prior year
Total participants
842
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #507$4.7M
COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN FOR THE EMPLOYEES OF MID-HUDSON VALLEY STAFFCO, LLC
Mixed4,838 covered·5 carriers
Primary: LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$4.5M24.7%
Short-term disability$4.5M24.7%
Long-term disability$4.5M24.7%
Other$4.5M24.7%
Dental$212K1.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LSTDLTDOth
$4.5M95.5%114,838
METROPOLITAN LIFE INSURANCE COMPANY
EIN 122345678
D
$212K4.5%12842
AETNA LIFE INSURANCE COMPANY
EIN 122345678
$00.0%12842

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK$95K$412K$507K63.9%1
JAMES DUNCAN DAVIDSONANAHEIM, CALINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK$173K$0$173K21.8%1
EOI SERVICE COMPANY INCSANTA ANA, CALINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK$0$113K$113K14.2%1
GIS BENEFITS INCMORRIS, ILLINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK$0$920$9200.1%1

History & trajectory

4 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
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