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Sponsor portfolio

PORTER WRIGHT MORRIS & ARTHUR LLP

EIN 31-4373657-law practice-Latest filing 2025
Plans
4
Retirement
3
$236.3M assets
Welfare
1
$1.5M premiums
Participants
1,034
SUITES 2800 - 3200, 41 S HIGH ST - COLUMBUS, OH 432153406614-227-2000porterwright.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#003401k-$173.4M - 197 part#002401k-$48.8M - 425 part#007CashBalance-$14.0M - 79 part#503Mixed-$1.5M - 441 lives

Retirement portfolio analytics

3 plans aggregated / $236.3M assets / 701 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • 401(K) RETIREMENT PLAN (#003)73%
  • 401(K) RETIREMENT PLAN (#002)21%
  • CASH BALANCE PLAN (#007)6%
Total $236.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)425
  • 401(K) RETIREMENT PLAN (#003)197
  • CASH BALANCE PLAN (#007)79
Total 701Click row to drill in

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
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA58%
  • STANDARD INSURANCE COMPANY23%
  • DELTA DENTAL OF CALIFORNIA15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • EYEMED VISION CARE2%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MARSH & MCLENNAN AGENCY LLC75%
  • ADP INC16%
  • THREEFLOW4%
  • AGIS NETWORK INSURANCE SERVICE3%
  • C2 CENTRIC LLC1%
Total $73K5 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

PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN

401k

Assets$173.4M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE 401(K) RETIREMENT PLAN

401k

Assets$48.8M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

PORTER WRIGHT CASH BALANCE PLAN

CashBalance

Assets$14.0M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE GROUP BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.5M
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN401k$173.4M1972024
002PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE 401(K) RETIREMENT PLAN401k$48.8M4252024
007PORTER WRIGHT CASH BALANCE PLANCashBalance$14.0M792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PORTER WRIGHT MORRIS & ARTHUR LLP EMPLOYEE GROUP BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.5M4412025
Retirement plans
Welfare plans
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