PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. THE NASSAU COMPANIES OF NEW YORK
Sponsor portfolioTH

THE NASSAU COMPANIES OF NEW YORK

EIN 06-1599088-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
2
$715.6M assets
Welfare
2
$665K premiums
Participants
5,900
ONE AMERICAN ROW - HARTFORD, CT 06102860-403-5000
Plans on this EIN
4 filings
#001CashBalance-$486.9M - 3,707 part#003401k-$228.7M - 1,129 part#505Mixed-$665K - 1,278 lives#590Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $715.6M assets / 4,836 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • YORK EMPLOYEE PENSION (#001)68%
  • AND INVESTMENT PLAN (#003)32%
Total $715.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • ALIGHT SOLUTIONS LLC68%
  • (Not disclosed)32%
Total $715.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • YORK EMPLOYEE PENSION (#001)3,707
  • AND INVESTMENT PLAN (#003)1,129
Total 4,836Click row to drill in

Benefits portfolio analytics

2 plans / $665K premiums / 1,278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$572K
  • Other$544K
  • Life$530K
  • Vision$68K
  • Dental$10K
Total $665K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
  • EYEMED VISION CARE10%
  • STANDARD INSURANCE COMPANY6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • HARTFORD LIFE AND ACCIDENT0%
Total $665K5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LOCKTON COMPANIES, LLC94%
  • MARK BAKER5%
  • ANNE GOODMAN MITCHELL1%
  • THE BAKER BENEFIT GROUP1%
Total $71K4 slices

Plan deep-dives

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

THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN

CashBalance

Assets$486.9M
Participants3,707
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN

401k

Assets$228.7M
Participants1,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE NASSAU COMPANIES OF NEW YORK WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$665K
Covered lives1,278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#590

THE NASSAU COMPANIES OF NEW YORK SEVERANCE ALLOWANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLANCashBalance$486.9M3,7072024
003THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN401k$228.7M1,1292024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE NASSAU COMPANIES OF NEW YORK WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$665K1,2782024
590THE NASSAU COMPANIES OF NEW YORK SEVERANCE ALLOWANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica