PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Harter Secrest & Emery LLP
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Harter Secrest & Emery LLP

EIN 16-0766172-law practice-Latest filing 2025
Plans
3
Retirement
1
$168.7M assets
Health & Benefits
2
$3.5M premiums
Participants
724
1600 BAUSCH AND LOMB PLACE - ROCHESTER, NY 146042711585-232-6500hselaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401(k)-$168.7M - 309 part#501Fully insured-$3.2M - 145 lives#502Fully insured-$273K - 213 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $3.5M premiums / 358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Dental$704K
  • Other$599K
  • Long-term disability$108K
  • Life$100K
  • +2 more
Total $3.5M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN

401(k)

Assets$168.7M
Participants309
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HARTER SECREST & EMERY HEALTH PLAN

Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$3.2M
Covered lives145
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

HARTER SECREST & EMERY GROUP INSURANCE PLAN

Fully insured - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)

Premiums$273K
Covered lives213
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN401(k)$168.7M3092025
  • HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN$168.7M
    #002 · 401(k) · 2025309

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HARTER SECREST & EMERY HEALTH PLANFully insuredEXCELLUS BLUE CROSS BLUE SHIELD$3.2M1452025
#502HARTER SECREST & EMERY GROUP INSURANCE PLANFully insuredSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$273K2132025
  • HARTER SECREST & EMERY HEALTH PLAN$3.2M
    #501 · Fully insured · EXCELLUS BLUE CROSS BLUE SHIELD · 2025145
  • HARTER SECREST & EMERY GROUP INSURANCE PLAN$273K
    #502 · Fully insured · SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) · 2025213
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica