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Sponsor portfolioTH

USHERWOOD BUSINESS EQUIPMENT

EIN 16-1135311-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$1.5M premiums
Participants
293
1005 E FAYETTE STREET - SYRACUSE, NY 13204315-472-0050
Plans on this EIN
2 filings
#001401k-$11.6M - 186 part#501Fully Insured-$1.5M - 189 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$143K
  • Vision$143K
  • Life$143K
  • Short-term disability$143K
  • Long-term disability$143K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • MVP HEALTH CARE90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • CONVERGENCE INSURANCE & ADVISORY SE77%
  • NORTH REID HOLDINGS LLC23%
Total $76K2 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

USHERWOOD BUSINESS EQUIPMENT INC. DBA USHERWOOD OFFICE TECHNOLOGY 401(K) PROFIT SHARING PLAN

401k

Assets$11.6M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

USHERWOOD BUSINESS EQUIPMENT WELFARE BENEFIT PLAN

Fully Insured - MVP HEALTH SERVICES CORP

Premiums$1.5M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001USHERWOOD BUSINESS EQUIPMENT INC. DBA USHERWOOD OFFICE TECHNOLOGY 401(K) PROFIT SHARING PLAN401k$11.6M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501USHERWOOD BUSINESS EQUIPMENT WELFARE BENEFIT PLANFully InsuredMVP HEALTH SERVICES CORP$1.5M1892025
Retirement plans
Welfare plans
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