Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$120K
- Long-term disability$8K
- Dental$8K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - HM LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LATSHA DAVIS & MARSHALL, P. C. RETIREMENT SAVINGS PLAN | 401k | $8.4M | 18 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LATSHA, DAVIS & MARSHALL, P.C. EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $135K | 15 | 2025 |