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Sponsor portfolioWelfare / HealthEIN 14-1722170
LEE & MASON FINANCIAL SERVICES, INC.
PO BOX 270 · NORTHVILLE, NY 121340270
5188634311
- Plans filed
- 2
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$0
No prior year
Persons covered
289
No prior year
Total participants
289
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 161105741 | $0 | 0.0% | 1 | 1 | 128 | |
EIN 220832760 | $0 | 0.0% | 1 | 2 | 161 | |
EIN 220832760 | $0 | 0.0% | 1 | 1 | 161 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ADIRONDACKTRUSTCOFINANCIALSRVCSINC | SARATOGA SPRINGS, NY | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC., LINCOLNLIFE&ANNUITYCOMPANYOF NEWYORK, LINCOLNFINANCIALSERVICES INC | $59K | $0 | $59K | 94.8% | 2 |
| ADIRONDACKTRUSTCOFINANCIALSRVCSINV | SARATOGA SPRINGS, NY | LINCOLNLIFE&ANNUITYCOMPANYOFNEWYORK | $3K | $0 | $3K | 5.2% | 1 |
History & trajectory
3 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