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Sponsor portfolio

THE MANLEY LAW FIRM LLC

EIN 13-4225050-Latest filing 2025
Plans
3
Retirement
2
$41.8M assets
Welfare
1
$2.3M premiums
Participants
947
1555 LAKE SHORE DRIVE - COLUMBUS, OH 43204614-754-2817
Plans on this EIN
3 filings
#001401k-$37.0M - 468 part#002CashBalance-$4.8M - 251 part#501Fully Insured-$2.3M - 290 lives

Retirement portfolio analytics

2 plans aggregated / $41.8M assets / 719 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • MDK 401K PLAN (#001)89%
  • CASH BALANCE PLAN (#002)11%
Total $41.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MDK 401K PLAN (#001)468
  • CASH BALANCE PLAN (#002)251
Total 719Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Life$158K
  • Short-term disability$158K
  • Long-term disability$158K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • COMMUNITY INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $77K1 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

MDK 401K PLAN

401k

Assets$37.0M
Participants468
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MANLEY, DEAS & KOCHALSKI, LLC CASH BALANCE PLAN

CashBalance

Assets$4.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MANLEY LAW FIRM LLC EMPLOYEE BENEFITS PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$2.3M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MDK 401K PLAN401k$37.0M4682024
002MANLEY, DEAS & KOCHALSKI, LLC CASH BALANCE PLANCashBalance$4.8M2512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MANLEY LAW FIRM LLC EMPLOYEE BENEFITS PLANFully InsuredCOMMUNITY INSURANCE COMPANY$2.3M2902025
Retirement plans
Welfare plans
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