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Sponsor portfolio

WARNER NORCROSS + JUDD LLP

EIN 38-1422647-law practice-Latest filing 2024
Plans
3
Retirement
2
$266.9M assets
Welfare
1
$1.9M premiums
Participants
1,055
150 OTTAWA AVE NW, SUITE 1500 - GRAND RAPIDS, MI 495032832616-752-2000wnj.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$252.3M - 396 part#003401k-$14.6M - 138 part#501Mixed-$1.9M - 781 lives

Retirement portfolio analytics

2 plans aggregated / $266.9M assets / 534 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • LLP RETIREMENT PLAN (#001)95%
  • ASSOCIATE RETIREMENT PLAN (#003)5%
Total $266.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT PLAN (#001)396
  • ASSOCIATE RETIREMENT PLAN (#003)138
Total 534Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 781 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$754K
  • Health$736K
  • Other$594K
  • Long-term disability$417K
  • Dental$386K
  • Vision$56K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • PRIORITY HEALTH38%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
  • DELTA DENTAL OF CALIFORNIA20%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • EYEMED VISION CARE3%
  • +2 more
Total $1.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • HUB INTERNATIONAL MIDWEST LIMITED75%
  • GIS BENEFITS INC24%
  • NEVEN FOX0%
  • LIGHTHOUSE GROUP0%
  • SMITH, THOMAS, CHRISTOPHER0%
  • +2 more
Total $108K7 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

WARNER NORCROSS + JUDD LLP RETIREMENT PLAN

401k

Assets$252.3M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WARNER NORCROSS + JUDD LLP ASSOCIATE RETIREMENT PLAN

401k

Assets$14.6M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WARNER NORCROSS & JUDD LLP BENEFITS PLAN

Mixed - PRIORITY HEALTH INSURANCE COMPANY

Premiums$1.9M
Covered lives781
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WARNER NORCROSS + JUDD LLP RETIREMENT PLAN401k$252.3M3962024
003WARNER NORCROSS + JUDD LLP ASSOCIATE RETIREMENT PLAN401k$14.6M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WARNER NORCROSS & JUDD LLP BENEFITS PLANMixedPRIORITY HEALTH INSURANCE COMPANY$1.9M7812024
Retirement plans
Welfare plans
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