Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AXINN VELTROP & HARKRIDER LLP
EIN 13-3938205law practiceLatest filing 2025
Plans
6
Retirement
3
$69.2M assets
Welfare
3
$6.0M premiums
Participants
631
Retirement portfolio analytics
3 plans aggregated / $69.2M assets / 427 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $6.0M premiums / 588 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.3M
- Health$2.9M
- Dental$2.9M
- Life$442K
- Short-term disability$442K
- Long-term disability$442K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- SUN LIFE ASSURANCE COMPANY OF CANADA13%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
81%top
- USI INSURANCE SERVICES LLC81%
- GARY WELTMANN19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF
401k
Assets$43.0M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN
401k
Assets$14.3M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
AXINN, VELTROP & HARKRIDER, LLP PENSION PLAN
CashBalance
Assets$11.9M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AXINN VELTROP AND HARKRIDER HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.4M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
AXINN VELTROP & HARKRIDER LLP HEALTH PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.6M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
AXINN VELTROP & HARKRIDER LLP VISION PLAN
Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. NY
Premiums$13K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF | 401k | $43.0M | 184 | 2024 | |
| 001 | AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN | 401k | $14.3M | 145 | 2024 | |
| 004 | AXINN, VELTROP & HARKRIDER, LLP PENSION PLAN | CashBalance | $11.9M | 98 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AXINN VELTROP AND HARKRIDER HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.4M | 247 | 2025 | |
| 502 | AXINN VELTROP & HARKRIDER LLP HEALTH PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.6M | 140 | 2024 | |
| 503 | AXINN VELTROP & HARKRIDER LLP VISION PLAN | Fully Insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. NY | $13K | 201 | 2024 |
Retirement plans
Welfare plans