Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
POLSINELLI PC
EIN 43-1064260Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
5
Retirement
4
$633.5M assets
Welfare
1
$34.5M premiums
Participants
5,462
900 W. 48TH PLACE, SUITE 900 - KANSAS CITY, MO 64112816-753-1000
Retirement portfolio analytics
4 plans aggregated / $633.5M assets / 3,706 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $34.5M premiums / 3,901 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$32.3M
- Other$2.0M
- Life$1.8M
- Long-term disability$1.8M
- Vision$171K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- SURENCY LIFE AND HEALTH0%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- NEW DIRECTIONS BEHAVIORAL HEALTH0%
Broker market share
Schedule A broker compensation
50%top
- LOCKTON COMPANIES, LLC50%
- CBIZ BENEFITS & INSURANCE SERVICES50%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
POLSINELLI PROFIT SHARING PLAN I
401k
Assets$518.1M
Participants1,982
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POLSINELLI PROFIT SHARING PLAN II
401k
Assets$93.2M
Participants1,384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
POLSINELLI PC CASH BALANCE PLAN II
CashBalance
Assets$11.1M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
POLSINELLI PC CASH BALANCE PLAN I
CashBalance
Assets$11.1M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
POLSINELLI EMPLOYEE WELFARE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF KANSAS CITY
Premiums$34.5M
Covered lives3,901
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POLSINELLI PROFIT SHARING PLAN I | 401k | $518.1M | 1,982 | 2024 | |
| 002 | POLSINELLI PROFIT SHARING PLAN II | 401k | $93.2M | 1,384 | 2024 | |
| 004 | POLSINELLI PC CASH BALANCE PLAN II | CashBalance | $11.1M | 170 | 2024 | |
| 003 | POLSINELLI PC CASH BALANCE PLAN I | CashBalance | $11.1M | 170 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | POLSINELLI EMPLOYEE WELFARE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF KANSAS CITY | $34.5M | 3,901 | 2024 |
Retirement plans
Welfare plans