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HODGSON RUSS LLP

EIN 16-0708550-law practice-Latest filing 2025
Plans
9
Retirement
2
$326.8M assets
Welfare
7
$5.4M premiums
Participants
1,457
THE GUARANTY BUILDING, 140 PEARL STREET, SUITE 100 - BUFFALO, NY 14202716-856-4000hodgsonruss.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
9 filings
#003401k-$174.8M - 640 part#002TraditionalDB-$152.0M - 817 part#507Fully Insured-$4.9M - 803 lives#510Fully Insured-$223K - 565 lives#503Fully Insured-$175K - 428 lives#508Fully Insured-$33K - 420 lives#511Fully Insured-$23K - 339 lives#504Self Funded-0 lives#509Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $326.8M assets / 1,457 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • RUSS LLP 401(K) (#003)53%
  • RUSS RETIREMENT PLAN (#002)47%
Total $326.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY53%
  • (Not disclosed)47%
Total $326.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RUSS RETIREMENT PLAN (#002)817
  • RUSS LLP 401(K) (#003)640
Total 1,457Click row to drill in

Benefits portfolio analytics

7 plans / $5.4M premiums / 2,555 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Prescription drug$4.9M
  • Other$4.9M
  • Life$223K
  • Long-term disability$175K
  • Short-term disability$33K
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • NORTHWESTERN MUTUAL3%
  • THE STANDARD1%
  • EYEMED VISION CARE0%
  • +1 more
Total $5.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • LAWLEY BENEFITS GROUP LLC76%
  • JOHN K. HART17%
  • M C DOOLITTLE GROUP LLC3%
  • HART AND KEENAN2%
  • EMERSON REID LLC2%
Total $105K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HODGSON RUSS LLP 401(K) PLAN

401k

Assets$174.8M
Participants640
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HODGSON RUSS RETIREMENT PLAN

TraditionalDB

Assets$152.0M
Participants817
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

HODGSON RUSS LLP GROUP MEDICAL INSURANCE PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$4.9M
Covered lives803
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

GROUP TERM LIFE INSURANCE PLAN FOR EMPLOYEES

Fully Insured - GUARDIAN

Premiums$223K
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LONG TERM DISABILITY PLAN FOR EMPLOYEES OF HODGSON RUSS

Fully Insured - NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY

Premiums$175K
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

SHORT TERM DISABILITY PLAN FOR EMPLOYEES OF HODGSON RUSS LLP

Fully Insured - STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK

Premiums$33K
Covered lives420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

HODGSON RUSS LLP VISION BENEFIT

Fully Insured - EYEMED VISION CARE, FIDELITY SECURITY LIFE INSURANCE COMPANY OF NY

Premiums$23K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HODGSON RUSS LLP CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

EMPLOYEE ASSISTANCE PLAN FOR EMPLOYEES OF HODGSON RUSS

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HODGSON RUSS LLP 401(K) PLAN401k$174.8M6402024
002HODGSON RUSS RETIREMENT PLANTraditionalDB$152.0M8172024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
507HODGSON RUSS LLP GROUP MEDICAL INSURANCE PLANFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$4.9M8032025
510GROUP TERM LIFE INSURANCE PLAN FOR EMPLOYEESFully InsuredGUARDIAN$223K5652025
503LONG TERM DISABILITY PLAN FOR EMPLOYEES OF HODGSON RUSSFully InsuredNORTHWESTERN MUTUAL LIFE INSURANCE COMPANY$175K4282025
508SHORT TERM DISABILITY PLAN FOR EMPLOYEES OF HODGSON RUSS LLPFully InsuredSTANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK$33K4202025
511HODGSON RUSS LLP VISION BENEFITFully InsuredEYEMED VISION CARE, FIDELITY SECURITY LIFE INSURANCE COMPANY OF NY$23K3392025
504HODGSON RUSS LLP CAFETERIA PLANSelf Funded-$002025
509EMPLOYEE ASSISTANCE PLAN FOR EMPLOYEES OF HODGSON RUSSUnknown-$002025
Retirement plans
Welfare plans
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