Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$108K
- Life$97K
- Long-term disability$80K
Sponsor portfolio
MENDES & MOUNT, LLP
EIN 13-5535371law practiceLatest filing 2025
Plans
2
Retirement
1
$79.9M assets
Welfare
1
$188K premiums
Participants
424
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $188K premiums / 149 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
- UNUM LIFE INSURANCE COMPANY OF AMERICA43%
- AFLAC6%
Broker market share
Schedule A broker compensation
77%top
- WILLIS TOWERS WATSON US LLC77%
- VINCENT D'AMBROSIO9%
- CORI SHAI HABER8%
- KEITH LEPACK4%
- PATRICK RUHLE3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MENDES & MOUNT, LLP RETIREMENT PLAN
401k
Assets$79.9M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MENDES & MOUNT EMPLOYEE BENEFITS PLAN
Mixed - GUARDIAN
Premiums$188K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MENDES & MOUNT, LLP RETIREMENT PLAN | 401k | $79.9M | 273 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MENDES & MOUNT EMPLOYEE BENEFITS PLAN | Mixed | GUARDIAN | $188K | 149 | 2025 |
Retirement plans
Welfare plans