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LIPPES MATHIAS LLP

EIN 16-1021918-law practice-Latest filing 2025
Plans
5
Retirement
2
$58.4M assets
Welfare
3
$4.1M premiums
Participants
830
50 FOUNTAIN PLAZA, SUITE 1700 - BUFFALO, NY 14202716-853-5100lippes.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
5 filings
#001401k-$50.9M - 448 part#002CashBalance-$7.4M - 72 part#501Fully Insured-$3.8M - 479 lives#502Fully Insured-$186K - 264 lives#503Fully Insured-$116K - 169 lives

Retirement portfolio analytics

2 plans aggregated / $58.4M assets / 520 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • MATHIAS LLP 401(K) (#001)87%
  • CASH BALANCE PLAN (#002)13%
Total $58.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • ADP BROKER-DEALER87%
  • (Not disclosed)13%
Total $58.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MATHIAS LLP 401(K) (#001)448
  • CASH BALANCE PLAN (#002)72
Total 520Click row to drill in

Benefits portfolio analytics

3 plans / $4.1M premiums / 912 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Other$339K
  • Life$298K
  • Short-term disability$298K
  • Long-term disability$298K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • DELTA DENTAL OF CALIFORNIA3%
  • VISION SERVICE PLAN1%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • GALLAGHER BENEFIT SERVICES, INC.41%
  • STEVEN GOODWIN29%
  • JAMES R NELLIGAN & ASSOCIATES LLC16%
  • LAWLEY BENEFITS GROUP LLC12%
  • NEESENROLL1%
Total $118K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIPPES MATHIAS LLP 401(K) PLAN

401k

Assets$50.9M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LIPPES MATHIAS LLP CASH BALANCE PLAN

CashBalance

Assets$7.4M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIPPES MATHIAS LLP HEALTH & WELFARE PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC

Premiums$3.8M
Covered lives479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LIPPES MATHIAS LLP LTD PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$186K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LIPPES MATHIAS LLP DENTAL AND VISION PLAN

Fully Insured - PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY

Premiums$116K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LIPPES MATHIAS LLP 401(K) PLAN401k$50.9M4482024
002LIPPES MATHIAS LLP CASH BALANCE PLANCashBalance$7.4M722024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIPPES MATHIAS LLP HEALTH & WELFARE PLANFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC$3.8M4792025
502LIPPES MATHIAS LLP LTD PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$186K2642024
503LIPPES MATHIAS LLP DENTAL AND VISION PLANFully InsuredPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$116K1692024
Retirement plans
Welfare plans
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