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  2. BOND, SCHOENECK & KING, PLLC
Sponsor portfolio

BOND, SCHOENECK & KING, PLLC

EIN 27-0015651-law practice-Latest filing 2025
Plans
3
Retirement
2
$327.8M assets
Welfare
1
$7.2M premiums
Participants
1,536
ONE LINCOLN CENTER, 110 WEST FAYETTE STREET - SYRACUSE, NY 13202315-218-8293bsk.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$214.2M - 756 part#001ProfitSharing-$113.6M - 202 part#501Mixed-$7.2M - 591 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 / $7.2M premiums / 591 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Prescription drug$6.4M
  • Long-term disability$443K
  • Other$301K
  • Life$229K
  • Vision$64K
Total $7.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • NORTHWESTERN MUTUAL6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $7.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ONEGROUP NY INC71%
  • JAMES R NELLIGAN & ASSOCIATES LLC14%
  • PETER DERRENBACKER6%
  • GARY WELTMANN5%
  • M C DOOLITTLE GROUP LLC1%
  • +3 more
Total $181K8 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$7.2M
Covered lives591
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$7.2M5912025
Retirement plans
Welfare plans
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