Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#007)$18.9M
Filings through .
Porter Wright Morris & Arthur LLP
EIN 31-4373657law practiceLatest filing 2025
Plans
4
Retirement
3
$262.0M assets
Health & Benefits
1
$1.5M premiums
Participants
1,037
41 SOUTH HIGH STREET, SUITES 2800-3200 - COLUMBUS, OH 43215614-227-2000porterwright.comLinkedIn201-500 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $262.0M assets / 704 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 441 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$850K
- Dental$214K
- Life$188K
- Long-term disability$126K
- Other$46K
- Vision$22K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN
401(k)
Assets$193.5M
Participants195
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE 401(K) RETIREMENT PLAN
401(k)
Assets$49.6M
Participants427
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
PORTER WRIGHT CASH BALANCE PLAN
Cash balance
Assets$18.9M
Participants82
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE GROUP BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.5M
Covered lives441
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN | 401(k) | $193.5M | 195 | 2025 |
| #002 | PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE 401(K) RETIREMENT PLAN | 401(k) | $49.6M | 427 | 2025 |
| #007 | PORTER WRIGHT CASH BALANCE PLAN | Cash balance | $18.9M | 82 | 2025 |
- #003 · 401(k) · 2025195
- #002 · 401(k) · 2025427
- #007 · Cash balance · 202582
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE GROUP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.5M | 441 | 2025 |
- #503 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025441
Retirement plans
Health & Benefits plans