Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$277K
- Life$249K
- Short-term disability$249K
- Long-term disability$249K
- Dental$215K
- Vision$25K
Sponsor portfolio
MCMILLAN PAZDAN SMITH, LLC
EIN 27-0813293architecture & planningLatest filing 2024
Plans
2
Retirement
1
$32.0M assets
Welfare
1
$517K premiums
Participants
682
400 AUGUSTA STREET SUITE 200 - GREENVILLE, SC 29601864-603-5291mcmillanpazdansmith.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $517K premiums / 436 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- AMERICAN UNITED LIFE INSURANCE COMPANY48%
- DELTA DENTAL OF CALIFORNIA42%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- PHYSICIANS EYECARE PLAN5%
Broker market share
Schedule A broker compensation
91%top
- AP BENEFIT ADVISORS, LLC91%
- MULTIPLE BROKERS (SEE APPENDIX)9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MCMILLAN PAZDAN SMITH, LLC 401(K) PLAN
401k
Assets$32.0M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MCMILLAN PAZDAN SMITH, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$517K
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MCMILLAN PAZDAN SMITH, LLC 401(K) PLAN | 401k | $32.0M | 377 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCMILLAN PAZDAN SMITH, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | AMERICAN UNITED LIFE INSURANCE COMPANY | $517K | 436 | 2024 |
Retirement plans
Welfare plans