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SYRACUSE HOME ASSOCIATION

EIN 15-0533582-medical practice-Latest filing 2025
Plans
4
Retirement
2
$11.6M assets
Welfare
2
$58K premiums
Participants
570
7740 MEIGS ROAD - BALDWINSVILLE, NY 13027315-638-2521LinkedIn11-50 employeesmedical practice
Plans on this EIN
4 filings
#001401k-$10.9M - 145 part#002403b-$695K - 20 part#503Fully Insured-$58K - 170 lives#504Fully Insured-258 lives

Retirement portfolio analytics

2 plans aggregated / $11.6M assets / 165 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • ASSOCIATION RETIREMENT PLAN (#001)94%
  • SYRACUSE HOME ASSOCIATION (#002)6%
Total $11.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • BONADIO & CO., LLP94%
  • (Not disclosed)6%
Total $11.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION RETIREMENT PLAN (#001)145
  • SYRACUSE HOME ASSOCIATION (#002)20
Total 165Click row to drill in

Benefits portfolio analytics

2 plans / $58K premiums / 428 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$58K
  • Vision$58K
  • Life$58K
  • Other$58K
Total $58K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
  • CROUSE HELP PEOPLE0%
Total $58K2 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • GALLAGHER BENEFIT SERVICES, INC.40%
  • JAMES R NELLIGAN & ASSOCIATES LLC34%
  • ONEGROUP NY INC26%
Total $10K3 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

SYRACUSE HOME ASSOCIATION RETIREMENT PLAN

401k

Assets$10.9M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SYRACUSE HOME ASSOCIATION

403b

Assets$695K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SYRACUSE HOME ASSOCIATION LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$58K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SYRACUSE HOME ASSOCIATION EAP PLAN

Fully Insured - CROUSE HEALTH DBA HELPPEOPLE EAP

Premiums$0
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SYRACUSE HOME ASSOCIATION RETIREMENT PLAN401k$10.9M1452024
002SYRACUSE HOME ASSOCIATION403b$695K202024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SYRACUSE HOME ASSOCIATION LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$58K1702025
504SYRACUSE HOME ASSOCIATION EAP PLANFully InsuredCROUSE HEALTH DBA HELPPEOPLE EAP$02582025
Retirement plans
Welfare plans
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