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DILWORTH PAXSON LLP

EIN 23-1398811-law practice-Latest filing 2024
Plans
4
Retirement
2
$117.0M assets
Welfare
2
$3.1M premiums
Participants
543
1650 MARKET STREET, SUITE 1200 - PHILADELPHIA, PA 19103215-575-7000dilworthlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#003401k-$79.4M - 152 part#004401k-$37.6M - 97 part#501Mixed-$2.7M - 111 lives#502Fully Insured-$323K - 174 lives

Retirement portfolio analytics

2 plans aggregated / $117.0M assets / 249 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • LLP 401K Savings (#003)68%
  • FOR NON-EQUITY ATTORNEYS (#004)32%
Total $117.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP 401K Savings (#003)152
  • FOR NON-EQUITY ATTORNEYS (#004)97
Total 249Click row to drill in

Benefits portfolio analytics

2 plans / $3.1M premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$346K
  • Long-term disability$247K
  • Dental$81K
  • Life$57K
  • Short-term disability$45K
  • Other$32K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • DELTA DENTAL OF CALIFORNIA3%
  • AMERIHEALTH INSURANCE COMPANY1%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY0%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • CONNER STRONG & BUCKELEW59%
  • CBIZ BENEFITS & INSURANCE SERVICES37%
  • CHARLES D. BLOCK2%
  • JAMES H. VAN EPPS1%
Total $83K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DILWORTH PAXSON LLP 401K SAVINGS PLAN

401k

Assets$79.4M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DILWORTH PAXSON LLP 401(K) SAVINGS PLAN FOR NON-EQUITY ATTORNEYS

401k

Assets$37.6M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DILWORTH PAXSON KALISH AND KAUFFMAN BLUE CROSS AND BLUE SHIELD PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$2.7M
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DILWORTH PAXSON KALISH AND KAUFFMAN GROUP INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$323K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DILWORTH PAXSON LLP 401K SAVINGS PLAN401k$79.4M1522024
004DILWORTH PAXSON LLP 401(K) SAVINGS PLAN FOR NON-EQUITY ATTORNEYS401k$37.6M972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DILWORTH PAXSON KALISH AND KAUFFMAN BLUE CROSS AND BLUE SHIELD PLANMixedINDEPENDENCE BLUE CROSS$2.7M1112024
502DILWORTH PAXSON KALISH AND KAUFFMAN GROUP INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$323K1742024
Retirement plans
Welfare plans
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