Carrier market share
Premium dollars by Schedule A carrier
0%top
- BLUE CROSS OF CALIFORNIA0%
- LINCOLNLIFE&ANNUITYCOMPANYOFNEWYORK0%
- LINCOLNFINANCIALSERVICES INC0%
Sponsor portfolio
LEE & MASON FINANCIAL SERVICES, INC.
EIN 14-1722170Latest filing 2025
Plans
3
Retirement
1
$28.9M assets
Welfare
2
Participants
498
PO BOX 270 - NORTHVILLE, NY 121340270518-863-4311
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $0 premiums / 289 covered livesMulti-vendor
Broker market share
Schedule A broker compensation
95%top
- ADIRONDACKTRUSTCOFINANCIALSRVCSINC95%
- ADIRONDACKTRUSTCOFINANCIALSRVCSINV5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN
401k
Assets$28.9M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEE & MASON FINANCIAL SERVICES, INC.
Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Premiums$0
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LEE & MASON FINANCIAL SERVICES INC.
Fully Insured - LINCOLNLIFE&ANNUITYCOMPANYOF NEWYORK
Premiums$0
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $28.9M | 209 | 2024 |
Welfare plans2
| 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 | LINCOLNLIFE&ANNUITYCOMPANYOF NEWYORK | $0 | 161 | 2025 |
Retirement plans
Welfare plans