PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HR WORKS, INC
Sponsor portfolio

HR WORKS, INC

EIN 16-1394956-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$132K premiums
Participants
218
200 WILLOWBROOK OFFICE PARK - FAIRPORT, NY 14450585-381-8340
Plans on this EIN
2 filings
#001401k-$10.1M - 128 part#501Mixed-$132K - 90 lives

Benefits portfolio analytics

1 plan / $132K premiums / 90 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$52K
  • Other$34K
  • Dental$34K
  • Life$16K
  • Vision$14K
  • Long-term disability$13K
Total $132K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK62%
  • BLUE CROSS OF CALIFORNIA25%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • EMPLOYEE NETWORK, INC.2%
Total $132K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LAWLEY BENEFITS GROUP LLC100%
  • ALLIANCE FINANCIAL NETWORK0%
Total $13K2 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

HR WORKS RETIREMENT SAVINGS PLAN

401k

Assets$10.1M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF HR WORKS

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$132K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HR WORKS RETIREMENT SAVINGS PLAN401k$10.1M1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF HR WORKSMixedEXCELLUS BLUE CROSS BLUE SHIELD$132K902025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica