Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE COMMUNITY ACTION ORGANIZATION WESTERN NEW YORK, INC.
EIN 16-0911473non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$12.4M assets
Welfare
1
$1.6M premiums
Participants
972
45 JEWETT AVENUE, SUITE 150 - BUFFALO, NY 14214716-881-5150LinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.4M assets / 681 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- LINCOLN NATIONAL CORPORATION55%
- (Not disclosed)45%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 291 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Vision$141K
- Life$141K
- Short-term disability$141K
- Long-term disability$141K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
403(B) THRIFT PLAN OF THE COMMUNITY ACTION OR
OtherDC
Assets$6.8M
Participants531
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE PENSION PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC.
TraditionalDB
Assets$5.5M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMMUNITY ACTION ORGANIZATION OF WNY EMPLOYEE BENEFITS PLAN
Mixed - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Premiums$1.6M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN OF THE COMMUNITY ACTION OR | OtherDC | $6.8M | 531 | 2024 | |
| 001 | THE PENSION PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. | TraditionalDB | $5.5M | 150 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMMUNITY ACTION ORGANIZATION OF WNY EMPLOYEE BENEFITS PLAN | Mixed | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. | $1.6M | 291 | 2025 |
Retirement plans
Welfare plans