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Sponsor portfolioWelfare / HealthEIN 16-1021918

LIPPES MATHIAS LLP

50 FOUNTAIN PLAZA, SUITE 1700 · BUFFALO, NY 14202
7168535100
Plans filed
3
Years active
2019–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
479
No prior year
Total participants
310
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$3.8M
LIPPES MATHIAS LLP HEALTH & WELFARE PLAN
Fully insured479 covered·5 carriers
Primary: HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC
Plan #502$186K
LIPPES MATHIAS LLP LTD PLAN
Fully insured264 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #503$116K
LIPPES MATHIAS LLP DENTAL AND VISION PLAN
Fully insured169 covered·1 carrier
Primary: PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M41.4%
Prescription drug$3.3M41.4%
Other$339K4.3%
Life$298K3.7%
Short-term disability$298K3.7%
Long-term disability$298K3.7%
Dental$115K1.4%
Vision$20K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 161105741
HRx
$3.3M87.4%11479
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620506281
LSTDLTDOth
$339K9.0%12310
DELTA DENTAL OF CALIFORNIA
EIN 111980218
D
$115K3.0%11436
VISION SERVICE PLAN
EIN 222777159
V
$20K0.5%11209

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILDELTA DENTAL OF NEW YORK, VISION SERVICE PLAN, HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC$48K$0$48K40.9%1
STEVEN GOODWINWILLIAMSVILLE, NYFIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$35K$0$35K29.4%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJFIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$0$19K$19K16.5%1
LAWLEY BENEFITS GROUP LLCBUFFALO, NYHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC$14K$0$14K12.1%1
NEESENROLLSUTTON, MAPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$413$867$1K1.1%1

History & trajectory

7 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
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