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  2. BOND, SCHOENECK & KING PLLC
Sponsor portfolio

BOND, SCHOENECK & KING PLLC

EIN 27-0015651-law practice-Latest filing 2024
Plans
3
Retirement
2
$327.8M assets
Welfare
1
$6.3M premiums
Participants
1,544
ONE LINCOLN CENTER - SYRACUSE, NY 132021355315-218-8000bsk.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$214.2M - 756 part#001ProfitSharing-$113.6M - 202 part#501Mixed-$6.3M - 558 lives

Retirement portfolio analytics

2 plans aggregated / $327.8M assets / 958 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLLC 401K Savings (#003)65%
  • MEMBERS RETIREMENT PLAN (#001)35%
Total $327.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • THE VANGUARD GROUP, INC.65%
  • (Not disclosed)35%
Total $327.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC 401K Savings (#003)756
  • MEMBERS RETIREMENT PLAN (#001)202
Total 958Click row to drill in

Benefits portfolio analytics

1 plan / $6.3M premiums / 558 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Long-term disability$415K
  • Other$316K
  • Life$242K
  • Vision$59K
Total $6.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • NORTHWESTERN MUTUAL7%
  • HARTFORD LIFE AND ACCIDENT4%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $6.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ONEGROUP NY INC73%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
  • GARY WELTMANN7%
  • PETER DERRENBACKER6%
  • M C DOOLITTLE GROUP LLC1%
  • +3 more
Total $172K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN

401k

Assets$214.2M
Participants756
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BOND, SCHOENECK & KING, PLLC MEMBERS RETIREMENT PLAN

ProfitSharing

Assets$113.6M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOND, SCHOENECK & KING, PLLC WELFARE BENEFIT PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$6.3M
Covered lives558
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN401k$214.2M7562024
001BOND, SCHOENECK & KING, PLLC MEMBERS RETIREMENT PLANProfitSharing$113.6M2022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOND, SCHOENECK & KING, PLLC WELFARE BENEFIT PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$6.3M5582024
Retirement plans
Welfare plans
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