Form 5500 · Employee benefit plan · BUFFALO, NY
KALEIDA HEALTH
The filing calls this plan KALEIDA HEALTH YOUR SPECTRUM OF CHOICES BENEFIT PLAN.
KALEIDA HEALTH of BUFFALO, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LAWLEY LLC. Coverage is written through SUN LIFE AND HEALTH INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1533232 · plan 520 · plan year 2025, filed Jul 17, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
3,536 other employer plans in New York have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering life and disability; the largest, with SUN LIFE AND HEALTH INSURANCE COMPANY, covers 8,451 people.
The filing declares life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $4,433,994, with $293,817 in disclosed broker commissions — about 6.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LAWLEY LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 8,451 | Jan 1, 2026 | $4,284,441 | $293,817 |
| ESI EMPLOYEE ASSISTANCE GROUP | — | 10,125 | Jan 1, 2026 | $149,553 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 9,896 employees, 272 recordable cases, 6,632 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
3,536 other employer plans in New York are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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