Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$93K
- Vision$93K
- Life$93K
- Long-term disability$93K
- Other$93K
- Health$66K
Filings through .
Lumsden & McCormick, LLP
EIN 16-0765486accountingLatest filing 2025
Plans
2
Retirement
1
$66.4M assets
Health & Benefits
1
$159K premiums
Participants
311
CYCLORAMA BUILDING, 369 FRANKLIN ST - BUFFALO, NY 14202716-856-3300lumsdencpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $159K premiums / 120 covered lives
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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
LUMSDEN & MCCORMICK, LLP 401(K) PLAN
401(k)
Assets$66.4M
Participants191
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LUMSDEN & MCCORMICK WELFARE BENEFITS PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERIC
Premiums$159K
Covered lives120
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LUMSDEN & MCCORMICK, LLP 401(K) PLAN | 401(k) | $66.4M | 191 | 2025 |
- #001 · 401(k) · 2025191
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LUMSDEN & MCCORMICK WELFARE BENEFITS PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERIC | $159K | 120 | 2025 |
- #501 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERIC · 2025120
Retirement plans
Health & Benefits plans