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Sponsor portfolio

MCGIVNEY KLUGER CLARK & INTOCCIA, P.C.

EIN 22-3341493-law practice-Latest filing 2025
Plans
3
Retirement
1
$12.3M assets
Welfare
2
$432K premiums
Participants
403
290 W. MT. PLEASANT AVENUE, SUITE 2210 - LIVINGSTON, NJ 07039973-822-1110mkcilaw.us.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$12.3M - 174 part#501Self Funded-$338K - 96 lives#502Fully Insured-$94K - 133 lives

Benefits portfolio analytics

2 plans / $432K premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$338K
  • Stop-loss$338K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • Other$94K
Total $432K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • WESTPORT INSURANCE CORPORATION78%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA22%
Total $432K2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • THOMPSON FLANAGAN BENEFITS GROUP59%
  • NFP INSURANCE SERVICES INC40%
  • ARCHON LLC1%
Total $6K3 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

MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. 401(K) PLAN

401k

Assets$12.3M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. HEALTH PLAN

Self Funded - SWISS RE - SWISS RE

Premiums$338K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$94K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. 401(K) PLAN401k$12.3M1742025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. HEALTH PLANSelf FundedSWISS RE - SWISS RE$338K962025
502MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$94K1332025
Retirement plans
Welfare plans
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