Assets by plan
Share of aggregate retirement assets
- LLP 401K Savings (#003)$88.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $130.2M assets / 250 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $3.3M premiums / 378 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - INDEPENDENCE BLUE CROSS
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | DILWORTH PAXSON LLP 401K SAVINGS PLAN | 401(k) | $88.8M | 157 | 2025 |
| #004 | DILWORTH PAXSON LLP 401(K) SAVINGS PLAN FOR NON-EQUITY ATTORNEYS | 401(k) | $41.4M | 93 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DILWORTH PAXSON KALISH AND KAUFFMAN BLUE CROSS AND BLUE SHIELD PLAN | Fully insured | INDEPENDENCE BLUE CROSS | $3.0M | 199 | 2025 |
| #502 | DILWORTH PAXSON KALISH AND KAUFFMAN GROUP INSURANCE PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $337K | 179 | 2025 |