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Sponsor portfolio

KLINE & SPECTER, P.C.

EIN 23-2830302-law practice-Latest filing 2024
Plans
2
Retirement
1
$32.3M assets
Welfare
1
$590K premiums
Participants
416
1525 LOCUST STREET, 19TH FLOOR - PHILADELPHIA, PA 19102215-772-1366klinespecter.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$32.3M - 250 part#505Mixed-$590K - 168 lives

Benefits portfolio analytics

1 plan / $590K premiums / 168 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $590K2 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

KLINE & SPECTER, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$32.3M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KLINE & SPECTER, P.C. EMPLOYEE BENEFIT PLAN

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$590K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KLINE & SPECTER, P.C. 401(K) PROFIT SHARING PLAN401k$32.3M2502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KLINE & SPECTER, P.C. EMPLOYEE BENEFIT PLANMixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$590K1682024
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Welfare plans
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