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  1. Companies/
  2. Kaufman Borgeest & Ryan LLP
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Kaufman Borgeest & Ryan LLP

EIN 13-3951065-law practice-Latest filing 2025
Plans
3
Retirement
2
$78.2M assets
Health & Benefits
1
$3.6M premiums
Participants
571
875 THIRD AVENUE - NEW YORK, NY 10022212-980-9600kbrlaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401(k)-$68.6M - 227 part#003401(k)-$9.6M - 114 part#501Fully insured-$3.6M - 243 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $78.2M assets / 341 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#002)$68.6M
  • PROFIT SHARING PLAN (#003)$9.6M
Total $78.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)227
  • PROFIT SHARING PLAN (#003)114
Total 341Select a row to open it

Benefits portfolio analytics

1 plan / $3.6M premiums / 243 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Dental$3.0M
  • Other$569K
  • Short-term disability$491K
  • Life$427K
  • +2 more
Total $3.6M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

KB&R 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$68.6M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

KB&R ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k)

Assets$9.6M
Participants114
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KAUFMAN BORGEEST AND RYAN LLP WELFARE PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.6M
Covered lives243
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002KB&R 401(K) PROFIT SHARING PLAN AND TRUST401(k)$68.6M2272025
#003KB&R ASSOCIATES 401(K) PROFIT SHARING PLAN401(k)$9.6M1142025
  • KB&R 401(K) PROFIT SHARING PLAN AND TRUST$68.6M
    #002 · 401(k) · 2025227
  • KB&R ASSOCIATES 401(K) PROFIT SHARING PLAN$9.6M
    #003 · 401(k) · 2025114

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KAUFMAN BORGEEST AND RYAN LLP WELFARE PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.6M2432025
  • KAUFMAN BORGEEST AND RYAN LLP WELFARE PLAN$3.6M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025243
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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