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Sponsor portfolio

TRONCONI SEGARRA & ASSOCIATES LLP

EIN 04-3728817-accounting-Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$419K premiums
Participants
171
8321 MAIN STREET - WILLIAMSVILLE, NY 14221716-633-1373tsacpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$18.8M - 171 part#501Fully Insured-$419K - 129 lives

Benefits portfolio analytics

1 plan / $419K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$328K
  • Prescription drug$328K
  • Short-term disability$90K
  • Dental$66K
  • Vision$66K
  • Life$66K
  • +2 more
Total $419K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • SUN LIFE ASSURANCE COMPANY OF CANADA22%
Total $419K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LAWLEY BENEFITS GROUP LLC100%
Total $27K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRONCONI SEGARRA & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN

401k

Assets$18.8M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRONCONI SEGARRA & ASSOCIATES LLP WELFARE BENEFIT

Fully Insured - UNIVERA HEALTHCARE

Premiums$419K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRONCONI SEGARRA & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN401k$18.8M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRONCONI SEGARRA & ASSOCIATES LLP WELFARE BENEFITFully InsuredUNIVERA HEALTHCARE$419K1292025
Retirement plans
Welfare plans
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