Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VARNUM LLP
EIN 38-1294924law practiceLatest filing 2024
Plans
4
Retirement
2
$210.3M assets
Welfare
2
$422K premiums
Participants
1,054
PO BOX 352 - GRAND RAPIDS, MI 495010352616-336-6000varnumlaw.comLinkedIn201-500 employeeslaw practice
Retirement portfolio analytics
2 plans aggregated / $210.3M assets / 502 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $422K premiums / 475 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$395K
- Life$337K
- Long-term disability$337K
- Vision$27K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA94%
- EYEMED VISION CARE6%
- NORTHWESTERN MUTUAL0%
Broker market share
Schedule A broker compensation
50%top
- ACRISURE LLC50%
- CENTRO BENEFITS RESEARCH LLC50%
- GREG FARR0%
- CHUCK SAMFILIPPO0%
- JD GENERAL AGENCY LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VARNUM PROFIT-SHARING AND RETIREMENT SAVINGS PLAN
401k
Assets$186.1M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VARNUM RETIREMENT SAVINGS PLAN
401k
Assets$24.2M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VARNUM WELFARE BENEFIT PLAN FOR NON-PARTNER EMPLOYEES
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$422K
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001
VARNUM PROFIT-SHARING AND RETIREMENT SAVINGS PLAN
Fully Insured - NORTHWESTERN MUTUAL
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VARNUM PROFIT-SHARING AND RETIREMENT SAVINGS PLAN | 401k | $186.1M | 353 | 2024 | |
| 002 | VARNUM RETIREMENT SAVINGS PLAN | 401k | $24.2M | 149 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VARNUM WELFARE BENEFIT PLAN FOR NON-PARTNER EMPLOYEES | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $422K | 475 | 2024 | |
| 001 | VARNUM PROFIT-SHARING AND RETIREMENT SAVINGS PLAN | Fully Insured | NORTHWESTERN MUTUAL | $0 | 0 | 2024 |
Retirement plans
Welfare plans