Plan Ledger DOL Form 5500 · updated monthly

Lee & Mason Financial Services Incbenefits

Lee & Mason Financial Services Inc. · NORTHVILLE, NY · plan year 2025

Previously filed as Lee & Mason Financial Services Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$62,372

Lee & Mason Financial Services Inc's benefits plans covered 161 active participants in 2025, providing short-term disability · long-term disability · life. Insurance premiums totaled $1,818,851. Insurance brokers and agents were paid $62,372 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.4% of premiums. That is $387 per covered person, above the median for employer plans that report broker pay. Broker pay rose 8.3% from $57,599 in 2024.

Insurance contracts · 20254
HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. · health$1.7M · 128 covered
LINCOLNLIFE&ANNUITYCOMPANYOF NEWYORK$35K · 161 covered
LINCOLNLIFE&ANNUITYCOMPANYOFNEWYORK · ltd$25K · 161 covered
LINCOLNFINANCIALSERVICES INC · life std$17K · 161 covered
Brokers & agents paid · 20252
ADIRONDACKTRUSTCOFINANCIALSRVCSINC$59,141
ADIRONDACKTRUSTCOFINANCIALSRVCSINV$3,231

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 141722170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.