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  2. LASALLE SCHOOL, INC.
Sponsor portfolioTH

LASALLE SCHOOL, INC.

EIN 14-1338536-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$9.2M assets
Welfare
1
$888K premiums
Participants
423
391 WESTERN AVENUE - ALBANY, NY 122031401518-242-4731lasalle-school.orgLinkedIn1-10 employees
Plans on this EIN
3 filings
#001ProfitSharing-$4.8M - 152 part#003403b-$4.3M - 162 part#502Mixed-$888K - 109 lives

Retirement portfolio analytics

2 plans aggregated / $9.2M assets / 314 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • OF LASALLE SCHOOL (#001)53%
  • SCHOOL, INC. 403(B) (#003)47%
Total $9.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • BENEFIT PLANS ADMIN SERVICES, INC.53%
  • (Not disclosed)47%
Total $9.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SCHOOL, INC. 403(B) (#003)162
  • OF LASALLE SCHOOL (#001)152
Total 314Click row to drill in

Benefits portfolio analytics

1 plan / $888K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$868K
  • Prescription drug$868K
  • Life$12K
  • Other$6K
  • Vision$2K
Total $888K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • COMPANION LIFE INSURANCE COMPANY2%
  • EYEMED VISION CARE0%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY0%
Total $888K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • GALLAGHER BENEFIT SERVICES, INC.92%
  • MARSHALL & STERLING EMPLOYEE BENEFI6%
  • FNA INSURANCE SERVICES INC1%
Total $32K3 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

PENSION PLAN FOR THE EMPLOYEES OF LASALLE SCHOOL

ProfitSharing

Assets$4.8M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LASALLE SCHOOL, INC. 403(B) PLAN

403b

Assets$4.3M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LA SALLE SCHOOL HEALTH AND WELFARE PLAN

Mixed - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$888K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENSION PLAN FOR THE EMPLOYEES OF LASALLE SCHOOLProfitSharing$4.8M1522024
003LASALLE SCHOOL, INC. 403(B) PLAN403b$4.3M1622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LA SALLE SCHOOL HEALTH AND WELFARE PLANMixedHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$888K1092025
Retirement plans
Welfare plans
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