PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FREED MAXICK CPAS, P. C.
Sponsor portfolio

FREED MAXICK CPAS, P. C.

EIN 45-4051133-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$100.8M assets
Welfare
2
$930K premiums
Participants
1,076
800 LIBERTY BUILDING - BUFFALO, NY 14202716-847-2651
Plans on this EIN
3 filings
#002401k-$100.8M - 527 part#501Fully Insured-$687K - 434 lives#502Fully Insured-$242K - 329 lives

Benefits portfolio analytics

2 plans / $930K premiums / 763 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$762K
  • Health$519K
  • Prescription drug$519K
  • Life$242K
  • Short-term disability$242K
  • Long-term disability$242K
  • +2 more
Total $930K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BLUE CROSS OF CALIFORNIA56%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA44%
Total $930K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LAWLEY BENEFITS GROUP LLC100%
Total $109K1 slice

Plan deep-dives

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

FREED MAXICK CPAS, P. C. 401K PLAN

401k

Assets$100.8M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FREED MAXICK P.C. SECTION 125 FLEXIBLE BENEFIT PLAN

Fully Insured - HIGHMARK NEW YORK

Premiums$687K
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FREED MAXICK P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN

Fully Insured - GUARDIAN

Premiums$242K
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FREED MAXICK CPAS, P. C. 401K PLAN401k$100.8M5272024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FREED MAXICK P.C. SECTION 125 FLEXIBLE BENEFIT PLANFully InsuredHIGHMARK NEW YORK$687K4342024
502FREED MAXICK P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLANFully InsuredGUARDIAN$242K3292024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica