Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO
EIN 16-6018833civic & social organizationLatest filing 2024
Plans
5
Retirement
3
$23.7M assets
Welfare
2
$90K premiums
Participants
888
146 FARGO QUAD - BUILDING 4 - BUFFALO, NY 142610050716-645-2521LinkedIn51-200 employeescivic & social organization
Retirement portfolio analytics
3 plans aggregated / $23.7M assets / 534 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $90K premiums / 430 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$57K
- Life$33K
- Other$33K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- METROPOLITAN LIFE INSURANCE COMPANY64%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY36%
Broker market share
Schedule A broker compensation
35%top
- PREMIER CONSULTING ASSOCIATES35%
- HUB INTERNATIONAL MIDWEST LIMITED34%
- JAMES R NELLIGAN & ASSOCIATES LLC26%
- CRAWFORD ADVISORS, LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR SPECIFIED EMPLOYEES OF THE FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC.
403b
Assets$10.6M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RETIREMENT PLAN FOR HOURLY EMPLOYEES OF FACULTY- STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC.
403b
Assets$8.3M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TAX DEFERRED ANNUITY PLAN OF FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC.
403b
Assets$4.9M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
FSA OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO CAMPUS DINING & SHOPS MEDICAL PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$57K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
FSA OF SUNY AT BUFFALO COLLECTIVE LIFE INSURANCE PLAN FOR ACTIVE FULL-TIME EMPLOYEES
Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Premiums$33K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR SPECIFIED EMPLOYEES OF THE FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | 403b | $10.6M | 155 | 2024 | |
| 002 | RETIREMENT PLAN FOR HOURLY EMPLOYEES OF FACULTY- STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | 403b | $8.3M | 275 | 2024 | |
| 003 | TAX DEFERRED ANNUITY PLAN OF FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | 403b | $4.9M | 104 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | FSA OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO CAMPUS DINING & SHOPS MEDICAL PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $57K | 221 | 2024 | |
| 501 | FSA OF SUNY AT BUFFALO COLLECTIVE LIFE INSURANCE PLAN FOR ACTIVE FULL-TIME EMPLOYEES | Fully Insured | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $33K | 209 | 2024 |
Retirement plans
Welfare plans