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Sponsor portfolio

NEW YORK STATE BAR ASSOCIATION

EIN 14-0923640-legal services-Latest filing 2025
Plans
5
Retirement
1
$17.4M assets
Welfare
4
$1.4M premiums
Participants
353
1 ELK STREET - ALBANY, NY 12207518-487-5542nysba.orgLinkedIn51-200 employeeslegal services
Plans on this EIN
5 filings
#002401k-$17.4M - 101 part#504Fully Insured-$1.2M - 119 lives#505Mixed-$129K - 89 lives#506Fully Insured-$21K - 23 lives#503Self Funded-0 lives

Benefits portfolio analytics

4 plans / $1.4M premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$129K
  • Dental$90K
  • Vision$90K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CDPHP83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • AFLAC2%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • KRISTA ANNE ROTONDI2%
  • DANIELLE M BRANCATO HOUSE0%
  • SANDRA L RICCIO0%
  • BENITO A ROTONDI II INC0%
  • +3 more
Total $77K8 slices

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 BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

401k

Assets$17.4M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

NEW YORK STATE BAR ASSOCIATION GROUP HEALTH CARE PLAN

Fully Insured - CDPHP

Premiums$1.2M
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

NEW YORK STATE BAR ASSOCIATION GROUP INSURANCE PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$129K
Covered lives89
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

NEW YORK STATE BAR ASSOCIATION SUPPLEMENTAL HEALTH CARE PLAN

Fully Insured - AFLAC

Premiums$21K
Covered lives23
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NEW YORK STATE BAR ASSOCIATION MEDICAL AND DENTAL REIMBURSEMENT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NEW YORK STATE BAR ASSOCIATION 401(K) PROFIT SHARING PLAN401k$17.4M1012025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504NEW YORK STATE BAR ASSOCIATION GROUP HEALTH CARE PLANFully InsuredCDPHP$1.2M1192025
505NEW YORK STATE BAR ASSOCIATION GROUP INSURANCE PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$129K892025
506NEW YORK STATE BAR ASSOCIATION SUPPLEMENTAL HEALTH CARE PLANFully InsuredAFLAC$21K232025
503NEW YORK STATE BAR ASSOCIATION MEDICAL AND DENTAL REIMBURSEMENT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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