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PIERCE ATWOOD LLP

EIN 01-0190452-law practice-Latest filing 2024
Plans
3
Retirement
2
$138.1M assets
Welfare
1
$4.8M premiums
Participants
606
MERRILL'S WHARF, 254 COMMERCIAL STREET - PORTLAND, ME 04101207-791-1100pierceatwood.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$138.1M - 344 part#002401k-$605 - 0 part#501Fully Insured-$4.8M - 499 lives

Retirement portfolio analytics

2 plans aggregated / $138.1M assets / 344 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • ATWOOD LLP 401(K) (#001)100%
  • 401(K) PLAN 2 (#002)0%
Total $138.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
  • (Not disclosed)0%
Total $138.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ATWOOD LLP 401(K) (#001)344
Total 344Click row to drill in

Benefits portfolio analytics

1 plan / $4.8M premiums / 499 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$4.3M
  • Vision$4.3M
  • Prescription drug$4.3M
  • Other$526K
  • Life$512K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • ANTHEM LIFE INSURANCE COMPANY89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • AON CONSULTING INC0%
  • STRATEGIC NON-MEDICAL SOLUTION-0%
Total $271K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PIERCE ATWOOD LLP 401(K) PLAN

401k

Assets$138.1M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PIERCE ATWOOD LLP 401(K) PLAN 2

401k

Assets$605
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PIERCE ATWOOD FLEXIBLE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF MAINE, INC.

Premiums$4.8M
Covered lives499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PIERCE ATWOOD LLP 401(K) PLAN401k$138.1M3442024
002PIERCE ATWOOD LLP 401(K) PLAN 2401k$60502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PIERCE ATWOOD FLEXIBLE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF MAINE, INC.$4.8M4992024
Retirement plans
Welfare plans
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