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Filings through Oct 24, 2026.

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Bonadio & Co., LLP

EIN 16-1131146-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$183.5M assets
Health & Benefits
1
$2.2M premiums
Participants
2,274
171 SULLY'S TRAIL SUITE 201 - PITTSFORD, NY 14534585-381-1000LinkedIn501-1000 employees
Plans on this EIN
2 filings
#001401(k)-$183.5M - 1,337 part#503Mixed-$2.2M - 1,124 lives

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

Benefits portfolio analytics

1 plan / $2.2M premiums / 1,124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.0M
  • Dental$543K
  • Life$246K
  • Short-term disability$218K
  • Vision$162K
  • Other$91K
  • +1 more
Total $2.2M7 rows
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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

BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN

401(k)

Assets$183.5M
Participants1,337
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BONADIO GROUP WELFARE BENEFIT PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.2M
Covered lives1,124
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN401(k)$183.5M1,3372025
  • BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN$183.5M
    #001 · 401(k) · 20251,337

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BONADIO GROUP WELFARE BENEFIT PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$2.2M1,1242025
  • BONADIO GROUP WELFARE BENEFIT PLAN$2.2M
    #503 · Mixed · EXCELLUS BLUE CROSS BLUE SHIELD · 20251,124
Retirement plans
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