Assets by plan
Share of aggregate retirement assets
Filings through .
Syracuse Home Association
EIN 15-0533582medical practiceLatest filing 2025
Plans
4
Retirement
2
$13.5M assets
Health & Benefits
2
$58K premiums
Participants
622
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $13.5M assets / 217 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- LPL FINANCIAL$12.7M
- (Not disclosed)$721K
Participants by plan
Active + retired + deferred vested
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
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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#001
SYRACUSE HOME ASSOCIATION RETIREMENT PLAN
401(k)
Assets$12.7M
Participants202
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SYRACUSE HOME ASSOCIATION
403(b)
Assets$721K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
SYRACUSE HOME ASSOCIATION LIFE INSURANCE PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$58K
Covered lives170
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
SYRACUSE HOME ASSOCIATION EAP PLAN
Fully insured - CROUSE HEALTH DBA HELPPEOPLE EAP
Premiums$0
Covered lives258
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SYRACUSE HOME ASSOCIATION RETIREMENT PLAN | 401(k) | $12.7M | 202 | 2025 |
| #002 | SYRACUSE HOME ASSOCIATION | 403(b) | $721K | 15 | 2025 |
- #001 · 401(k) · 2025202
- #002 · 403(b) · 202515
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | SYRACUSE HOME ASSOCIATION LIFE INSURANCE PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $58K | 170 | 2025 |
| #504 | SYRACUSE HOME ASSOCIATION EAP PLAN | Fully insured | CROUSE HEALTH DBA HELPPEOPLE EAP | $0 | 258 | 2025 |
- #503 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025170
- #504 · Fully insured · CROUSE HEALTH DBA HELPPEOPLE EAP · 2025258
Retirement plans
Health & Benefits plans