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Sponsor portfolio

FORD, WALKER, HAGGERTY & BEHAR, LLP

EIN 33-0485182-law practice-Latest filing 2025
Plans
2
Retirement
1
$34.9M assets
Welfare
1
$1.6M premiums
Participants
406
ONE WORLD TRADE CENTER, 27TH FLOOR - LONG BEACH, CA 90831562-983-2599fwhb.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$34.9M - 203 part#501Fully Insured-$1.6M - 202 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$94K
  • Short-term disability$83K
  • Long-term disability$83K
  • Dental$67K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • AETNA LIFE INSURANCE COMPANY83%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • HUMANA INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • FOUNDATION RISK PARTNERS CORP77%
  • RAMONA MARGARET DALY18%
  • CONSUMER DRIVEN BENEFITS LLC2%
  • RSC INSURANCE BROKERAGE INC1%
  • VALOR BENEFITS1%
  • +3 more
Total $95K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN

401k

Assets$34.9M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORD, WALKER, HAGGERTY & BEHAR, LLP WELFARE BENEFITS PLAN

Fully Insured - AETNA HEALTH OF CALIFORNIA, INC.

Premiums$1.6M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN401k$34.9M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORD, WALKER, HAGGERTY & BEHAR, LLP WELFARE BENEFITS PLANFully InsuredAETNA HEALTH OF CALIFORNIA, INC.$1.6M2022025
Retirement plans
Welfare plans
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