Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$106K
- Life$85K
- Long-term disability$41K
- Vision$21K
- Short-term disability$16K
Sponsor portfolio
FORMAN WATKINS & KRUTZ, LLP
EIN 20-0065886law practiceLatest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$183K premiums
Participants
319
210 EAST CAPITOL STREET, SUITE 2200 - JACKSON, MS 39201601-960-8600formanwatkins.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $183K premiums / 138 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- AMERICAN UNITED LIFE INSURANCE COMPANY47%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
- STARMOUNT LIFE INSURANCE COMPANY11%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
69%top
- HUB INTERNATIONAL MIDWEST LIMITED69%
- THE WILLIAM MORRIS GROUP PA30%
- EDWIN DEREK PEARCE1%
- RAMONA S PEARCE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FWK 401(K) PLAN
401k
Assets$26.1M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORMAN WATKINS & KRUTZ LLP
Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$183K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FWK 401(K) PLAN | 401k | $26.1M | 181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORMAN WATKINS & KRUTZ LLP | Mixed | AMERICAN UNITED LIFE INSURANCE COMPANY | $183K | 138 | 2025 |
Retirement plans
Welfare plans