PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BUCHANAN INGERSOLL & ROONEY PC
Sponsor portfolio

BUCHANAN INGERSOLL & ROONEY PC

EIN 25-1381032-law practice-Latest filing 2025
Plans
3
Retirement
2
$491.3M assets
Welfare
1
$3.5M premiums
Participants
2,134
UNION TRUST BUILDING, 501 GRANT STREET, SUITE 200 - PITTSBURGH, PA 152194413412-562-8800bipc.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$484.1M - 1,326 part#008CashBalance-$7.2M - 86 part#501Mixed-$3.5M - 1,208 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 / $3.5M premiums / 1,208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.9M
  • Long-term disability$625K
  • Dental$475K
  • Other$413K
  • Life$310K
  • Vision$69K
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • SYMETRA LIFE INSURANCE COMPANY54%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
  • UNITED CONCORDIA INSURANCE COMPANY14%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • ASSUREDPARTNERS64%
  • SBR SERVICES LLC25%
  • HUB INTERNATIONAL MIDWEST LIMITED11%
Total $297K3 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$3.5M
Covered lives1,208
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$3.5M1,2082025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica