Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	HARRIS BEACH MURTHA CULLINA PLLC WELFARE BENEFIT PLAN	Fully Insured	EXCELLUS BLUECROSS BLUESHIELD	$5.0M	539	2025
003	HARRIS BEACH 401(K) PROFIT SHARING PLAN	Fully Insured	AMERITAS LIFE INSURANCE COMPANY	$2K	1	2024

Retirement plans

Welfare plans

Sponsor portfolio

HARRIS BEACH MURTHA CULLINA PLLC

EIN 84-1623836law practiceLatest filing 2025

Plans

Retirement

$211.2M assets

Welfare

$5.0M premiums

Participants

1,765

99 GARNSEY ROAD - PITTSFORD, NY 14534585-419-8800harrisbeach.comLinkedIn201-500 employeeslaw practice

Plans on this EIN

3 filings

#003401k-$211.2M - 613 part #501Fully Insured-$5.0M - 539 lives #003Fully Insured-$2K - 1 lives

Benefits portfolio analytics

2 plans / $5.0M premiums / 540 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$4.0M
Prescription drug$4.0M
Life$621K
Short-term disability$621K
Long-term disability$621K
Other$621K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

87%top

BLUE CROSS OF CALIFORNIA87%
SUN LIFE ASSURANCE COMPANY OF CANADA13%
VISION SERVICE PLAN1%
NORTHWESTERN MUTUAL0%

Broker market share

Schedule A broker compensation

Split broker

50%top

BROWN & BROWN INSURANCE SERVICES50%
CONSILIARIUM GROUP LLC44%
MERCER HEALTH AND BENEFITS, LLC6%
BENJAMIN E KEHL0%
SETH JASON KALKSTEIN0%
+3 more

Plan deep-dives

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

Retirement#003

HARRIS BEACH 401(K) PROFIT SHARING PLAN

401k

Assets$211.2M

Participants613

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501