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Sponsor portfolio

LATSHA DAVIS & MARSHALL, P.C.

EIN 25-1735093-law practice-Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$135K premiums
Participants
33
1250 CAMP HILL BYPASS, SUITE 110 - CAMP HILL, PA 17011717-620-2424ldylaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$8.4M - 18 part#501Mixed-$135K - 15 lives

Benefits portfolio analytics

1 plan / $135K premiums / 15 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$120K
  • Long-term disability$8K
  • Dental$8K
Total $135K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HM LIFE INSURANCE COMPANY89%
  • STANDARD INSURANCE COMPANY6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • PRINCIPAL LIFE INSURANCE COMPANY0%
  • BLUE CROSS OF CALIFORNIA0%
Total $135K5 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MPB RISK SERVICES LLC80%
  • COMMONWEALTH FINANCIAL GROUP20%
Total $2K2 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

LATSHA DAVIS & MARSHALL, P. C. RETIREMENT SAVINGS PLAN

401k

Assets$8.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LATSHA, DAVIS & MARSHALL, P.C. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$135K
Covered lives15
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LATSHA DAVIS & MARSHALL, P. C. RETIREMENT SAVINGS PLAN401k$8.4M182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LATSHA, DAVIS & MARSHALL, P.C. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$135K152025
Retirement plans
Welfare plans
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