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Sponsor portfolio

THERAPEUTIC MANAGEMENT SERVICES, INC.

EIN 46-5705688-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$15.2M assets
Welfare
1
$624K premiums
Participants
442
590 FISHERS STATION DRIVE, SUITE 130 - VICTOR, NY 14564585-924-7207massageisreal.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$7.9M - 149 part#001ESOP-$7.4M - 179 part#501Fully Insured-$624K - 114 lives

Retirement portfolio analytics

2 plans aggregated / $15.2M assets / 328 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • FINGER LAKES 401(K) (#002)52%
  • EMPLOYEE STOCK OWNERSHIP (#001)48%
Total $15.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • (Not disclosed)52%
  • PRINCIPAL LIFE INSURANCE COMPANY48%
Total $15.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)179
  • FINGER LAKES 401(K) (#002)149
Total 328Click row to drill in

Benefits portfolio analytics

1 plan / $624K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$562K
  • Prescription drug$562K
  • Dental$40K
  • Life$15K
  • Other$15K
  • Vision$7K
Total $624K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • EYEMED VISION CARE1%
Total $624K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $35K1 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

CLINICAL ASSOCIATES OF THE FINGER LAKES 401(K) PLAN

401k

Assets$7.9M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAFL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.4M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THERAPEUTIC MANAGEMENT SERVICES INC WELFARE BENEFIT PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$624K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CLINICAL ASSOCIATES OF THE FINGER LAKES 401(K) PLAN401k$7.9M1492025
001CAFL EMPLOYEE STOCK OWNERSHIP PLANESOP$7.4M1792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THERAPEUTIC MANAGEMENT SERVICES INC WELFARE BENEFIT PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$624K1142025
Retirement plans
Welfare plans
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