PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. NEW YORK STATE BAR ASSOCIATION MEDICAL AND DENTAL REIMBURSEMENT PLAN

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 14-0923640

NEW YORK STATE BAR ASSOCIATION MEDICAL AND DENTAL REIMBURSEMENT PLAN

1 ELK ST · ALBANY, NY 122071002
5184633200
Plans filed
4
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
231
No prior year
Total participants
252
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$1.2M
NEW YORK STATE BAR ASSOCIATION GROUP HEALTH CARE PLAN
Fully insured119 covered·2 carriers
Primary: CDPHP
Plan #505$129K
NEW YORK STATE BAR ASSOCIATION GROUP INSURANCE PLAN
Mixed89 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #506$21K
NEW YORK STATE BAR ASSOCIATION SUPPLEMENTAL HEALTH CARE PLAN
Fully insured23 covered·1 carrier
Primary: AFLAC
Plan #503$0
NEW YORK STATE BAR ASSOCIATION MEDICAL AND DENTAL REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M78.9%
Life$129K8.8%
Dental$90K6.2%
Vision$90K6.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CDPHP
EIN 141641028
H
$1.1M82.5%11119
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
L
$129K9.4%1389
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$90K6.6%1175
AFLAC
EIN 520807803
H
$21K1.5%1123

Broker overview

23 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.LATHAM, NYCDPHP, GUARDIAN, FIRST UNUM LIFE INSURANCE COMPANY, AFLAC$71K$3K$74K97.1%3
KRISTA ANNE ROTONDIBALLSTON SPA, NYAFLAC$1K$29$1K1.8%1
DANIELLE M BRANCATO HOUSESARATOGA SRINGS, NYAFLAC$209$0$2090.3%1
SANDRA L RICCIOSLINGERLANDS, NYAFLAC$101$0$1010.1%1
BENITO A ROTONDI II INCSARATOGA SPRINGS, NYAFLAC$80$0$800.1%1
MELISSA ANN STEWARTQUEENSBURY, NYAFLAC$67$4$710.1%1
RUSSELL T BARRETTGANSEVOORT, NYAFLAC$57$0$570.1%1
SUSAN CHILLEWINDERMERE, FLAFLAC$52$0$520.1%1
LISA J BRENNAN-JONESVENICE, FLAFLAC$43$0$430.1%1
KIMBERLY A SCHAEFERPATTERSONVILLE, NYAFLAC$32$0$320.0%1
BRAD JONES AND ASSOCIATES INCLATHAM, NYAFLAC$30$0$300.0%1
JARED P STENGLEINBALLSTON SPA, NYAFLAC$24$0$240.0%1
JEFFREY R DALABABALDWINSVILLE, NYAFLAC$23$0$230.0%1
DONALD GLEASONSCHENECTADY, NYAFLAC$19$0$190.0%1
JENNIFER F HENDRICKS-FOGGSCOTIA, NYAFLAC$15$0$150.0%1
KELLY A IRVINEFORT MYERS, FLAFLAC$10$0$100.0%1
SUSAN C BRIMHALLLAKE PLACID, NYAFLAC$10$0$100.0%1
CHARLENE J BECKERBALLSTON SPA, NYAFLAC$8$0$80.0%1
KEVIN MURPHYCLIFTON PARK, NYAFLAC$8$0$80.0%1
GERALD DE SOUZAEAST SYRACUSE, NYAFLAC$5$0$50.0%1
KENNETH J HANNANCLIFTON PARK, NYAFLAC$4$0$40.0%1
DAVID B PERLEEENGLEWOOD, FLAFLAC$2$0$20.0%1
CHERYL A ROTONDIBALLSTON SPA, NYAFLAC$1$0$10.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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