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  2. PLUNKETT COONEY, P.C.
Sponsor portfolio

PLUNKETT COONEY, P.C.

EIN 38-1896842-law practice-Latest filing 2025
Plans
3
Retirement
2
$97.5M assets
Welfare
1
$845K premiums
Participants
524
38505 WOODWARD AVE., STE. 100 - BLOOMFIELD HILLS, MI 48304248-901-4000plunkettcooney.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$87.2M - 227 part#003401k-$10.3M - 77 part#510Mixed-$845K - 487 lives

Retirement portfolio analytics

2 plans aggregated / $97.5M assets / 304 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#001)89%
  • P.C. ASSOCIATES' 401(K) (#003)11%
Total $97.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • CHARLES SCHWAB & CO., INC.89%
  • (Not disclosed)11%
Total $97.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)227
  • P.C. ASSOCIATES' 401(K) (#003)77
Total 304Click row to drill in

Benefits portfolio analytics

1 plan / $845K premiums / 487 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$530K
  • Other$350K
  • Long-term disability$349K
  • Short-term disability$346K
  • Dental$281K
  • Vision$28K
Total $845K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA41%
  • DELTA DENTAL OF CALIFORNIA33%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • VISION SERVICE PLAN3%
  • TELUS HEALTH (US) LTD.0%
Total $845K5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • MML INSURANCE AGENCY LLC14%
  • LAU & LAU ASSOCIATES LLC0%
Total $65K3 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

PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$87.2M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN

401k

Assets$10.3M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WELFARE BENEFITS PLAN FOR EMPLOYEES OF PLUNKETT COONEY, P.C.

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$845K
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN401k$87.2M2272024
003PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN401k$10.3M772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WELFARE BENEFITS PLAN FOR EMPLOYEES OF PLUNKETT COONEY, P.C.MixedUNUM LIFE INSURANCE COMPANY OF AMERICA$845K4872025
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