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Sponsor portfolio

EVANS AND DIXON, LLC

EIN 43-0611994-law practice-Latest filing 2025
Plans
2
Retirement
1
$43.6M assets
Welfare
1
$403K premiums
Participants
510
211 N BROADWAY, SUITE 2500 - ST. LOUIS, MO 63102314-621-7755evans-dixon.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$43.6M - 306 part#501Mixed-$403K - 232 lives

Benefits portfolio analytics

1 plan / $403K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$264K
  • Life$199K
  • Short-term disability$156K
  • Long-term disability$156K
  • Dental$123K
  • Vision$17K
Total $403K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA52%
  • DELTA DENTAL OF CALIFORNIA30%
  • HCC LIFE INSURANCE COMPANY13%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $403K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $62K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN

401k

Assets$43.6M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVANS AND DIXON LLC, EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$403K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN401k$43.6M3062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVANS AND DIXON LLC, EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$403K2322025
Retirement plans
Welfare plans
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