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Sponsor portfolio

WHITEMAN OSTERMAN & HANNA LLP

EIN 14-1564599-law practice-Latest filing 2025
Plans
2
Retirement
1
$104.8M assets
Welfare
1
$1.3M premiums
Participants
408
ONE COMMERCE PLAZA, 19TH FLOOR - ALBANY, NY 122601000518-487-7711woh.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$104.8M - 220 part#501Fully Insured-$1.3M - 187 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Other$300K
  • Dental$153K
  • Vision$153K
  • Short-term disability$153K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • ANTHEM LIFE INSURANCE COMPANY78%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • MARSHALL & STERLING EMPLOYEE BENEFI81%
  • FNA INSURANCE SERVICES INC19%
Total $79K2 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

WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN

401k

Assets$104.8M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITEMAN OSTERMAN & HANNA LLP WELFARE BENEFIT PLAN

Fully Insured - ANTHEM BLUE CROSS (G1921)

Premiums$1.3M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN401k$104.8M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITEMAN OSTERMAN & HANNA LLP WELFARE BENEFIT PLANFully InsuredANTHEM BLUE CROSS (G1921)$1.3M1872025
Retirement plans
Welfare plans
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