Form 5500 · Employee benefit plan · ALBANY, NY
ST. ANNE INSTITUTE
The filing calls this plan ST. ANNE INSTITUTE WELFARE BENEFITS PLAN.
ST. ANNE INSTITUTE of ALBANY, NY is a 128-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ROBERT G RELPH AGENCY INC.. Coverage is written through MVP HEALTH SERVICES CORP and 1 other carrier. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1340098 · plan 520 · plan year 2025, filed Jun 29, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision and disability; the largest, with MVP HEALTH SERVICES CORP, covers 145 people.
The filing declares health, dental, vision, disability and life. Life appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $1,420,613, with $71,106 in disclosed broker commissions — about 5% of premium.
The most recent policy period ended in November, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ROBERT G RELPH AGENCY INC. is the broker of record on all 2 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| MVP HEALTH SERVICES CORP | Health | 145 | Dec 1, 2025 | $1,292,269 | $60,596 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Disability | 129 | Dec 1, 2025 | $128,344 | $10,510 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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