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Sponsor portfolio

ERIE & NIAGARA INSURANCE ASSOCIATION

EIN 16-0425440-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$29.3M assets
Welfare
0
Participants
168
8800 SHERIDAN DRIVE, BOX 9062 - WILLIAMSVILLE, NY 142319062716-632-5433
Plans on this EIN
2 filings
#002401k-$17.5M - 92 part#001CashBalance-$11.8M - 76 part

Retirement portfolio analytics

2 plans aggregated / $29.3M assets / 168 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • INSURANCE ASSOCIATION Savings (#002)60%
  • BALANCE RETIREMENT PLAN (#001)40%
Total $29.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSURANCE ASSOCIATION Savings (#002)92
  • BALANCE RETIREMENT PLAN (#001)76
Total 168Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ERIE AND NIAGARA INSURANCE ASSOCIATION SAVINGS PLAN

401k

Assets$17.5M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ERIE AND NIAGARA INSURANCE ASSOCIATION CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$11.8M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ERIE AND NIAGARA INSURANCE ASSOCIATION SAVINGS PLAN401k$17.5M922025
001ERIE AND NIAGARA INSURANCE ASSOCIATION CASH BALANCE RETIREMENT PLANCashBalance$11.8M762025
Retirement plans
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