Form 5500 · Employee benefit plan · NORTHVILLE, NY
LEE & MASON FINANCIAL SERVICES INC.
LEE & MASON FINANCIAL SERVICES INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ADIRONDACKTRUSTCOFINANCIALSRVCSINC. Coverage is written through HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1722170 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC | Health | 113 | December | $50,142 |
Questions
Who is LEE & MASON FINANCIAL SERVICES INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LEE & MASON FINANCIAL SERVICES INC.'s broker of record is ADIRONDACKTRUSTCOFINANCIALSRVCSINC.
What insurance carrier does LEE & MASON FINANCIAL SERVICES INC. use?
LEE & MASON FINANCIAL SERVICES INC.'s benefit plan is written through HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
When does LEE & MASON FINANCIAL SERVICES INC.'s group plan renew?
The most recent Schedule A policy period for LEE & MASON FINANCIAL SERVICES INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LEE & MASON FINANCIAL SERVICES INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.