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Sponsor portfolio

BST & CO. CPAS, LLP

EIN 14-1442607-accounting-Latest filing 2024
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$955K premiums
Participants
264
10 BRITISH AMERICAN BLVD - LATHAM, NY 12110518-459-6700bstco.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$18.8M - 155 part#501Fully Insured-$955K - 82 lives

Benefits portfolio analytics

1 plan / $955K premiums / 82 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$792K
  • Prescription drug$792K
  • Life$66K
  • Dental$54K
  • Vision$54K
  • Long-term disability$43K
Total $955K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • STANDARD OF NEW YORK11%
Total $955K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • AUSTIN & CO INC79%
  • NORVEST FINANCIAL SERVICES INC19%
  • GCG FINANCIAL LLC2%
Total $45K3 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

BST & CO. CPAS, LLP 401(K) PLAN

401k

Assets$18.8M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BST & CO. CPAS, LLP HEALTH & WELFARE BENEFIT PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC

Premiums$955K
Covered lives82
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BST & CO. CPAS, LLP 401(K) PLAN401k$18.8M1552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BST & CO. CPAS, LLP HEALTH & WELFARE BENEFIT PLANFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC$955K822024
Retirement plans
Welfare plans
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