Assets by plan
Share of aggregate retirement assets
Filings through .
Lippes Mathias LLP
EIN 16-1021918law practiceLatest filing 2025
Plans
5
Retirement
2
$71.9M assets
Health & Benefits
3
$4.1M premiums
Participants
887
50 FOUNTAIN PLAZA - BUFFALO, NY 142022216716-853-5100lippes.comLinkedIn201-500 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $71.9M assets / 577 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ADP BROKER-DEALER$62.6M
- (Not disclosed)$9.3M
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LIPPES MATHIAS LLP 401(K) PLAN
401(k)
Assets$62.6M
Participants498
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LIPPES MATHIAS LLP CASH BALANCE PLAN
Cash balance
Assets$9.3M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LIPPES MATHIAS LLP HEALTH & WELFARE PLAN
Fully insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC
Premiums$3.8M
Covered lives479
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
LIPPES MATHIAS LLP LTD PLAN
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$186K
Covered lives264
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
LIPPES MATHIAS LLP DENTAL AND VISION PLAN
Fully insured - PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY
Premiums$116K
Covered lives169
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LIPPES MATHIAS LLP 401(K) PLAN | 401(k) | $62.6M | 498 | 2025 |
| #002 | LIPPES MATHIAS LLP CASH BALANCE PLAN | Cash balance | $9.3M | 79 | 2025 |
- #001 · 401(k) · 2025498
- #002 · Cash balance · 202579
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LIPPES MATHIAS LLP HEALTH & WELFARE PLAN | Fully insured | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC | $3.8M | 479 | 2025 |
| #502 | LIPPES MATHIAS LLP LTD PLAN | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $186K | 264 | 2024 |
| #503 | LIPPES MATHIAS LLP DENTAL AND VISION PLAN | Fully insured | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $116K | 169 | 2024 |
- #501 · Fully insured · HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC · 2025479
- #502 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 2024264
- #503 · Fully insured · PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY · 2024169
Retirement plans
Health & Benefits plans