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Sponsor portfolio

MORRISON MAHONEY LLP

EIN 04-2262762-law practice-Latest filing 2025
Plans
3
Retirement
2
$122.5M assets
Welfare
1
$284K premiums
Participants
891
250 SUMMER STREET - BOSTON, MA 02210617-439-7500morrisonmahoney.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$92.8M - 319 part#002401k-$29.7M - 274 part#506Mixed-$284K - 291 lives

Retirement portfolio analytics

2 plans aggregated / $122.5M assets / 593 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • SHARING - 401(K) (#001)76%
  • LLP ASSOCIATE 401(K) (#002)24%
Total $122.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING - 401(K) (#001)319
  • LLP ASSOCIATE 401(K) (#002)274
Total 593Click row to drill in

Benefits portfolio analytics

1 plan / $284K premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$284K
  • Long-term disability$284K
  • Other$284K
Total $284K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $284K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $13K1 slice

Plan deep-dives

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

MORRISON MAHONEY LLP PROFIT SHARING - 401(K) PLAN

401k

Assets$92.8M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MORRISON MAHONEY LLP ASSOCIATE 401(K) PLAN

401k

Assets$29.7M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MORRISON MAHONEY LLP WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$284K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MORRISON MAHONEY LLP PROFIT SHARING - 401(K) PLAN401k$92.8M3192024
002MORRISON MAHONEY LLP ASSOCIATE 401(K) PLAN401k$29.7M2742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MORRISON MAHONEY LLP WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$284K2912025
Retirement plans
Welfare plans
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