PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SCHOFIELD RESIDENCE, INC.
Sponsor portfolioTH

SCHOFIELD RESIDENCE, INC.

EIN 16-0743225-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$1.3M premiums
Participants
777
3333 ELMWOOD AVENUE - KENMORE, NY 142171013716-874-1566
Plans on this EIN
2 filings
#001401k-$7.0M - 625 part#501Fully Insured-$1.3M - 170 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$25K
  • Vision$25K
  • Life$8K
  • Long-term disability$8K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • INDEPENDENT HEALTH97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • ALLIANCE ADVISORY GRP INC0%
Total $40K2 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

LINEAGE CARE GROUP MULTIPLE EMPLOYER PLAN

401k

Assets$7.0M
Participants625
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHOFIELD RESIDENCE WELFARE BENEFIT PLAN

Fully Insured - INDEPENDENT HEALTH BENEFITS CORPORATION

Premiums$1.3M
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LINEAGE CARE GROUP MULTIPLE EMPLOYER PLAN401k$7.0M6252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHOFIELD RESIDENCE WELFARE BENEFIT PLANFully InsuredINDEPENDENT HEALTH BENEFITS CORPORATION$1.3M1702024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica