PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO
Sponsor portfolio

NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO

EIN 13-2808635-government administration-Latest filing 2025
Plans
3
Retirement
2
$28.6M assets
Welfare
1
$4.2M premiums
Participants
516
P.O. BOX 12414 - ALBANY, NY 122122414800-342-4306membershipbenefits.orgLinkedIn1-10 employeesgovernment administration
Plans on this EIN
3 filings
#002401k-$15.1M - 85 part#001401k-$13.4M - 169 part#501Fully Insured-$4.2M - 474 lives

Retirement portfolio analytics

2 plans aggregated / $28.6M assets / 254 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • FEDERATION, AFL-CIO-M/C PLAN (#002)53%
  • FEDERATION, AFL-CIO-UNION PLAN (#001)47%
Total $28.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FEDERATION, AFL-CIO-UNION PLAN (#001)169
  • FEDERATION, AFL-CIO-M/C PLAN (#002)85
Total 254Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Dental$225K
  • Vision$36K
Total $4.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DELTA DENTAL OF CALIFORNIA5%
  • DAVIS VISION1%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $118K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN

401k

Assets$15.1M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-UNION PLAN

401k

Assets$13.4M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW YORK STATE PUBLIC EMPLOYEES FEDERATION HEALTHCARE PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$4.2M
Covered lives474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN401k$15.1M852025
001NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-UNION PLAN401k$13.4M1692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW YORK STATE PUBLIC EMPLOYEES FEDERATION HEALTHCARE PLANFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$4.2M4742025
Retirement plans
Welfare plans
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