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Sponsor portfolio

LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.

EIN 16-0955954-legal services-Latest filing 2025
Plans
3
Retirement
2
$14.4M assets
Welfare
1
$2.1M premiums
Participants
601
361 S MAIN ST - GENEVA, NY 144562645315-781-1465lawny.orgLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#003401k-$12.0M - 221 part#002401k-$2.5M - 194 part#501Fully Insured-$2.1M - 186 lives

Retirement portfolio analytics

2 plans aggregated / $14.4M assets / 415 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • NEW YORK, INC. (#003)83%
  • NEW YORK, INC. (#002)17%
Total $14.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEW YORK, INC. (#003)221
  • NEW YORK, INC. (#002)194
Total 415Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$111K
  • Long-term disability$37K
  • Other$29K
  • Life$26K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK4%
  • VISION SERVICE PLAN1%
  • EMPLOYEE NETWORK, INC.0%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $84K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.

401k

Assets$12.0M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.

401k

Assets$2.5M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE BENEFIT PLAN OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.1M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.401k$12.0M2212024
002401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.401k$2.5M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE BENEFIT PLAN OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.Fully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.1M1862025
Retirement plans
Welfare plans
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