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  2. BUCHANAN INGERSOLL & ROONEY PC
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BUCHANAN INGERSOLL & ROONEY PC

EIN 25-1381032-law practice-Latest filing 2024
Plans
3
Retirement
2
$491.3M assets
Welfare
1
$2.9M premiums
Participants
2,208
UNION TRUST BUILDING, 501 GRANT STREET, SUITE 200 - PITTSBURGH, PA 15219412-562-8800bipc.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$484.1M - 1,326 part#008CashBalance-$7.2M - 86 part#501Mixed-$2.9M - 1,129 lives

Retirement portfolio analytics

2 plans aggregated / $491.3M assets / 1,412 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PC RETIREMENT Savings (#003)99%
  • CASH BALANCE PLAN (#008)1%
Total $491.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • CHARLES SCHWAB & CO., INC.99%
  • (Not disclosed)1%
Total $491.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT Savings (#003)1,326
  • CASH BALANCE PLAN (#008)86
Total 1,412Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.5M
  • Long-term disability$556K
  • Dental$442K
  • Life$295K
  • Other$295K
  • Vision$50K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SYMETRA LIFE INSURANCE COMPANY53%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA24%
  • UNITED CONCORDIA INSURANCE COMPANY15%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • ASSUREDPARTNERS55%
  • SBR SERVICES LLC37%
  • HUB INTERNATIONAL MIDWEST LIMITED4%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
Total $283K4 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

BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN

401k

Assets$484.1M
Participants1,326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN

CashBalance

Assets$7.2M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BUCHANAN INGERSOLL & ROONEY WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives1,129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN401k$484.1M1,3262024
008BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLANCashBalance$7.2M862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BUCHANAN INGERSOLL & ROONEY WELFARE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$2.9M1,1292024
Retirement plans
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