Filings through .
Lee & Mason Financial Services, Inc
EIN 14-1722170Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$32.1M assets
Health & Benefits
2
Participants
497
P.O. BOX 270 - NORTHVILLE, NY 12134800-533-9469
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $0 premiums / 289 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN
401(k)
Assets$32.1M
Participants208
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LEE & MASON FINANCIAL SERVICES, INC.
Fully insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Premiums$0
Covered lives128
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
LEE & MASON FINANCIAL SERVICES INC.
Fully insured - LINCOLNFINANCIALSERVICES INC
Premiums$0
Covered lives161
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN | 401(k) | $32.1M | 208 | 2025 |
- #002 · 401(k) · 2025208
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LEE & MASON FINANCIAL SERVICES, INC. | Fully insured | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. | $0 | 128 | 2025 |
| #502 | LEE & MASON FINANCIAL SERVICES INC. | Fully insured | LINCOLNFINANCIALSERVICES INC | $0 | 161 | 2025 |
- #501 · Fully insured · HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. · 2025128
- #502 · Fully insured · LINCOLNFINANCIALSERVICES INC · 2025161
Retirement plans
Health & Benefits plans