Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Dental$730K
- Other$625K
- Long-term disability$117K
- Life$105K
- +2 more
Sponsor portfolio
HARTER SECREST & EMERY LLP
EIN 16-0766172law practiceLatest filing 2024
Plans
3
Retirement
1
$159.6M assets
Welfare
2
$3.4M premiums
Participants
712
1600 BAUSCH AND LOMB PLACE - ROCHESTER, NY 146042711585-232-6500hselaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $3.4M premiums / 343 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
80%top
- GALLAGHER BENEFIT SERVICES, INC.80%
- CONSILIARIUM GROUP LLC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN
401k
Assets$159.6M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARTER SECREST & EMERY HEALTH PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$3.1M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HARTER SECREST & EMERY GROUP INSURANCE PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$292K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN | 401k | $159.6M | 304 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARTER SECREST & EMERY HEALTH PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $3.1M | 140 | 2024 | |
| 502 | HARTER SECREST & EMERY GROUP INSURANCE PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $292K | 203 | 2024 |
Retirement plans
Welfare plans