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Sponsor portfolio

SHUMAKER, LOOP AND KENDRICK, LLP

EIN 34-4439491-law practice-Latest filing 2024
Plans
4
Retirement
2
$290.4M assets
Welfare
2
$6.3M premiums
Participants
1,942
1000 JACKSON STREET - TOLEDO, OH 43604419-241-9000shumaker.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$287.0M - 673 part#003401k-$3.4M - 110 part#501Mixed-$6.3M - 820 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $290.4M assets / 783 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • KENDRICK RETIREMENT PLAN (#001)99%
  • ASSOCIATES 401K Savings (#003)1%
Total $290.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KENDRICK RETIREMENT PLAN (#001)673
  • ASSOCIATES 401K Savings (#003)110
Total 783Click row to drill in

Benefits portfolio analytics

2 plans / $6.3M premiums / 820 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Other$336K
  • Long-term disability$253K
  • Life$37K
Total $6.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HEALTHCARE INSURANCE COMPANY91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $6.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • HYLANT GROUP INC90%
  • MCGRIFF INSURANCE SERVICES INC10%
Total $124K2 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

SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN

401k

Assets$287.0M
Participants673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SHUMAKER, LOOP AND KENDRICK, LLP ASSOCIATES 401K SAVINGS PLAN

401k

Assets$3.4M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHUMAKER LOOP KENDRICK, LLP

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$6.3M
Covered lives820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SHUMAKER LOOP KENDRICK PREMIUM CONVERSION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN401k$287.0M6732024
003SHUMAKER, LOOP AND KENDRICK, LLP ASSOCIATES 401K SAVINGS PLAN401k$3.4M1102024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHUMAKER LOOP KENDRICK, LLPMixedUNITED HEALTHCARE INSURANCE COMPANY$6.3M8202024
502SHUMAKER LOOP KENDRICK PREMIUM CONVERSION PLANSelf Funded-$002024
Retirement plans
Welfare plans
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