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Sponsor portfolio

BOUSQUET HOLSTEIN PLLC

EIN 16-1614892-legal services-Latest filing 2025
Plans
2
Retirement
1
$28.4M assets
Welfare
1
$1.7M premiums
Participants
384
110 WEST FAYETTE STREET, SUITE 1000 - SYRACUSE, NY 13202315-422-1500bhlawpllc.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filings
#002401k-$28.4M - 145 part#501Fully Insured-$1.7M - 207 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$160K
  • Life$160K
  • Long-term disability$160K
  • Other$160K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • ONEGROUP NY INC74%
  • JAMES R NELLIGAN & ASSOCIATES LLC26%
Total $83K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k

Assets$28.4M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOUSQUET HOLSTEIN PLLC HEALTH & WELFARE PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.7M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST401k$28.4M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOUSQUET HOLSTEIN PLLC HEALTH & WELFARE PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.7M2072025
Retirement plans
Welfare plans
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