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Sponsor portfolioTH

MONTGOMERY MCCRACKEN WALKER & RHOADS LLP

EIN 23-0888490-law practice-Latest filing 2025
Plans
3
Retirement
2
$101.8M assets
Welfare
1
$1.7M premiums
Participants
400
1735 MARKET STREET - PHILADELPHIA, PA 19103215-772-7637mmwr.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$74.4M - 152 part#004401k-$27.5M - 105 part#501Fully Insured-$1.7M - 147 lives

Retirement portfolio analytics

2 plans aggregated / $101.8M assets / 257 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • LLP RETIREMENT Savings (#001)73%
  • PLAN FOR ASSOCIATES (#004)27%
Total $101.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT Savings (#001)152
  • PLAN FOR ASSOCIATES (#004)105
Total 257Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$217K
  • Life$213K
  • Short-term disability$213K
  • Long-term disability$202K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • BLUE CROSS OF CALIFORNIA62%
  • KEYSTONE HEALTH PLAN EAST22%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNITED CONCORDIA INSURANCE COMPANY3%
  • AFLAC1%
  • +2 more
Total $1.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • AMERIHEALTH ADMINISTRATORS INC4%
  • MARCER HEALTH AND BENEFIT LLC1%
  • SEE ATTACHED1%
Total $98K4 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

MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN

401k

Assets$74.4M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN FOR ASSOCIATES

401k

Assets$27.5M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP FLEXIBLE BENEFITS PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$1.7M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN401k$74.4M1522025
004MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN FOR ASSOCIATES401k$27.5M1052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP FLEXIBLE BENEFITS PLANFully InsuredINDEPENDENCE BLUE CROSS$1.7M1472025
Retirement plans
Welfare plans
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