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Sponsor portfolio

CURRIER MCCABE & ASSOCIATES

EIN 22-2580799-Latest filing 2025
Plans
2
Retirement
1
$41.5M assets
Welfare
1
$2.7M premiums
Participants
458
700 TROY SCHENECTADY ROAD - LATHAM, NY 12110518-783-9003
Plans on this EIN
2 filings
#001401k-$41.5M - 263 part#501Fully Insured-$2.7M - 275 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Life$136K
  • Short-term disability$136K
  • Long-term disability$136K
  • Other$136K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • HARTFORD LIFE AND ACCIDENT5%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NFP INSURANCE SERVICES INC99%
  • ROSE & KIERNAN INC1%
Total $91K2 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

CURRIER MCCABE & ASSOCIATES INC 401K PROFIT SHARING PLAN PLAN & TRUST

401k

Assets$41.5M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURRIER MCCABE & ASSOCIATES WELFARE BENEFIT PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$2.7M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURRIER MCCABE & ASSOCIATES INC 401K PROFIT SHARING PLAN PLAN & TRUST401k$41.5M2632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURRIER MCCABE & ASSOCIATES WELFARE BENEFIT PLANFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$2.7M2752025
Retirement plans
Welfare plans
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