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Sponsor portfolioTH

WITHUMSMITH+BROWN PC

EIN 22-2027092-accounting-Latest filing 2024
Plans
2
Retirement
1
$326.1M assets
Welfare
1
$3.1M premiums
Participants
4,566
506 CARNEGIE CENTER, SUITE 400 - PRINCETON, NJ 085406243609-520-1188LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$326.1M - 2,478 part#501Mixed-$3.1M - 2,036 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 2,036 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Other$1.5M
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • KAISER FOUNDATION HEALTH PLAN INC53%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY47%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • USI INSURANCE SERVICES LLC76%
  • HORIZON INSURANCE COMPANY24%
Total $306K2 slices

Plan deep-dives

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

WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN

401k

Assets$326.1M
Participants2,478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WITHUMSMITH & BROWN, PC HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.1M
Covered lives2,036
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN401k$326.1M2,4782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WITHUMSMITH & BROWN, PC HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$3.1M2,0362024
Retirement plans
Welfare plans
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