Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MCNEES WALLACE & NURICK LLC
EIN 23-1256003law practiceLatest filing 2025
Plans
3
Retirement
2
$115.9M assets
Welfare
1
$1.0M premiums
Participants
707
100 PINE STREET, PO BOX 1166 - HARRISBURG, PA 17108717-232-8000mcneeslaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $115.9M assets / 397 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 309 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$544K
- Other$444K
- Life$366K
- Short-term disability$366K
- Long-term disability$366K
- Vision$23K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- AVALON INSURANCE COMPANY54%
- UNUM LIFE INSURANCE COMPANY OF AMERICA43%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- MAZZITTI & SULLIVAN1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MCNEES WALLACE & NURICK SAVINGS PLAN
401k
Assets$105.5M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MCNEES WALLACE & NURICK ASSOCIATES AND OF COUNSEL SAVINGS PLAN
401k
Assets$10.4M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
MCNEES WALLACE & NURICK EMPLOYEE WELFARE BENEFIT PLAN
Mixed - AVALON INSURANCE COMPANY
Premiums$1.0M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MCNEES WALLACE & NURICK SAVINGS PLAN | 401k | $105.5M | 278 | 2024 | |
| 004 | MCNEES WALLACE & NURICK ASSOCIATES AND OF COUNSEL SAVINGS PLAN | 401k | $10.4M | 119 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | MCNEES WALLACE & NURICK EMPLOYEE WELFARE BENEFIT PLAN | Mixed | AVALON INSURANCE COMPANY | $1.0M | 309 | 2025 |
Retirement plans
Welfare plans