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  2. LEGAL AID SOCIETY OF ROCHESTER, INC.
Sponsor portfolioTH

LEGAL AID SOCIETY OF ROCHESTER, INC.

EIN 16-0743070-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$1.5M premiums
Participants
287
1 WEST MAIN STREET - ROCHESTER, NY 14614585-295-5765LinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$8.1M - 158 part#501Fully Insured-$1.5M - 129 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.4M
  • Health$1.4M
  • Life$61K
  • Other$61K
  • Vision$20K
  • Long-term disability$20K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • CROWN RISK MANAGEMENT, LLC69%
  • LAWLEY BENEFITS GROUP LLC29%
  • DAILY FEATS INC1%
  • ALLIANCE FINANCIALS NETWORK0%
Total $48K4 slices

Plan deep-dives

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

THE LEGAL AID SOCIETY OF ROCHESTER, INC. RETIREMENT PLAN

401k

Assets$8.1M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LEGAL AID SOCIETY OF ROCHESTER HEALTH & WELFARE BENEFITS PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.5M
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE LEGAL AID SOCIETY OF ROCHESTER, INC. RETIREMENT PLAN401k$8.1M1582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LEGAL AID SOCIETY OF ROCHESTER HEALTH & WELFARE BENEFITS PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.5M1292025
Retirement plans
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