Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOARD OF TRUSTEES THE LEGAL AID SOCIETY STAFF ATTORNEYS PEN. PLAN
EIN 13-5562265Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
3
$390.4M assets
Welfare
1
$61.4M premiums
Participants
5,472
199 WATER STREET, 6TH FLOOR - WESTBURY, NY 11590212-577-3372
Retirement portfolio analytics
3 plans aggregated / $390.4M assets / 3,551 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
73%top
- THE VANGUARD GROUP, INC.73%
- (Not disclosed)27%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $61.4M premiums / 3,761 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$58.2M
- Other$2.3M
- Long-term disability$1.3M
- Short-term disability$1.2M
- Prescription drug$762K
- Life$398K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- EMBLEMHEALTH5%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE LEGAL AID SOCIETY STAFF ATTORNEYS PENSION PLAN
MoneyPurchase
Assets$284.5M
Participants2,147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
THE LEGAL AID SOCIETY RETIREMENT PLAN
ProfitSharing
Assets$53.2M
Participants838
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE LEGAL AID SOCIETY RETIREMENT PLAN
CashBalance
Assets$52.7M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE LEGAL AID SOCIETY HEALTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$61.4M
Covered lives3,761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE LEGAL AID SOCIETY STAFF ATTORNEYS PENSION PLAN | MoneyPurchase | $284.5M | 2,147 | 2025 | |
| 006 | THE LEGAL AID SOCIETY RETIREMENT PLAN | ProfitSharing | $53.2M | 838 | 2025 | |
| 001 | THE LEGAL AID SOCIETY RETIREMENT PLAN | CashBalance | $52.7M | 566 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE LEGAL AID SOCIETY HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $61.4M | 3,761 | 2024 |
Retirement plans
Welfare plans