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BARCLAY DAMON LLP

EIN 15-0339022-law practice-Latest filing 2025
Plans
3
Retirement
2
$212.9M assets
Welfare
1
$5.0M premiums
Participants
1,297
BARCLAY DAMON TOWER, 125 EAST JEFFERSON STREET - SYRACUSE, NY 13202315-422-2131barclaydamon.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#027401k-$187.1M - 721 part#028CashBalance-$25.9M - 86 part#502Fully Insured-$5.0M - 515 lives

Retirement portfolio analytics

2 plans aggregated / $212.9M assets / 807 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • SHARING AND 401(K) (#027)88%
  • CASH BALANCE PLAN (#028)12%
Total $212.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • T ROWE PRICE RPS INC88%
  • (Not disclosed)12%
Total $212.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND 401(K) (#027)721
  • CASH BALANCE PLAN (#028)86
Total 807Click row to drill in

Benefits portfolio analytics

1 plan / $5.0M premiums / 515 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Long-term disability$312K
  • Life$268K
  • Dental$240K
  • Other$95K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • NORTHWESTERN MUTUAL13%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $5.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • MERCER HEALTH AND BENEFITS, LLC65%
  • PETER DERRENBACKER25%
  • JAMES R NELLIGAN & ASSOCIATES LLC8%
  • M C DOOLITTLE GROUP LLC2%
Total $153K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#027

BARCLAY DAMON LLP PROFIT SHARING AND 401(K) PLAN

401k

Assets$187.1M
Participants721
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#028

BARCLAY DAMON LLP CASH BALANCE PLAN

CashBalance

Assets$25.9M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BARCLAY DAMON LLP

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$5.0M
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
027BARCLAY DAMON LLP PROFIT SHARING AND 401(K) PLAN401k$187.1M7212024
028BARCLAY DAMON LLP CASH BALANCE PLANCashBalance$25.9M862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BARCLAY DAMON LLPFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$5.0M5152025
Retirement plans
Welfare plans
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