Form 5500 · Employee benefit plan · NORTHVILLE, NY
LEE & MASON FINANCIAL SERVICES INC.
Public Form 5500 records show how LEE & MASON FINANCIAL SERVICES INC. (NORTHVILLE, NY) structures its employee benefits. Its broker of record is ADIRONDACKTRUSTCOFINANCIALSRVCSINC. Coverage is written through LINCOLNLIFE&AUNNUITYCOMPANYOFNEWYORK and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1722170 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLNLIFE&AUNNUITYCOMPANYOFNEWYORK | Life | 157 | December | $170,413 |
| LINCOLNLIFE&AUNNUITYCOMPANYOFNEWYORK | Disability | 157 | December | $3,163 |
| LINCOLNLIFE&AUNNUITYCOMPANYOFNEWYORK | — | 157 | December | $2,590 |
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 LINCOLNLIFE&AUNNUITYCOMPANYOFNEWYORK, among 3 disclosed carriers.
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.