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Sponsor portfolioTH

ROBINS KAPLAN LLP

EIN 41-0719631-legal services-Latest filing 2024
Plans
3
Retirement
2
$410.7M assets
Welfare
1
$463K premiums
Participants
1,218
ANTHONY A FROIO, 800 LASALLE AVENUE SUITE 2800 - MINNEAPOLIS, MN 554022015612-349-8500robinskaplan.comLinkedIn501-1000 employeeslegal services
Plans on this EIN
3 filings
#001401k-$382.5M - 774 part#026CashBalance-$28.2M - 89 part#555Mixed-$463K - 706 lives

Retirement portfolio analytics

2 plans aggregated / $410.7M assets / 863 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • SHARING & Savings (#001)93%
  • CASH BALANCE PENSION (#026)7%
Total $410.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING & Savings (#001)774
  • CASH BALANCE PENSION (#026)89
Total 863Click row to drill in

Benefits portfolio analytics

1 plan / $463K premiums / 706 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$421K
  • Other$415K
  • Life$401K
  • Long-term disability$401K
  • Vision$28K
Total $463K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA94%
  • STARMOUNT LIFE INSURANCE COMPANY6%
Total $463K2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • LOCKTON COMPANIES, LLC97%
  • BREHM GROUP INC2%
  • USI INSURANCE SERVICES LLC1%
Total $43K3 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

ROBINS KAPLAN LLP PROFIT SHARING & SAVINGS PLAN

401k

Assets$382.5M
Participants774
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#026

ROBINS KAPLAN LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$28.2M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555

ROBINS KAPLAN LLP GROUP BENEFITS WRAP PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$463K
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBINS KAPLAN LLP PROFIT SHARING & SAVINGS PLAN401k$382.5M7742024
026ROBINS KAPLAN LLP CASH BALANCE PENSION PLANCashBalance$28.2M892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
555ROBINS KAPLAN LLP GROUP BENEFITS WRAP PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$463K7062024
Retirement plans
Welfare plans
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