Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
POLSINELLI PC
EIN 43-1064260Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
5
Retirement
4
$741.4M assets
Welfare
1
$38.0M premiums
Participants
5,578
900 W. 48TH PLACE, SUITE 900 - KANSAS CITY, MO 64112816-753-1000
Retirement portfolio analytics
4 plans aggregated / $741.4M assets / 3,792 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $38.0M premiums / 3,942 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$35.6M
- Prescription drug$35.6M
- Other$2.1M
- Life$2.0M
- Long-term disability$2.0M
- Vision$193K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- SURENCY LIFE AND HEALTH1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- NEW DIRECTIONS BEHAVIORAL HEALTH0%
Broker market share
Schedule A broker compensation
51%top
- CBIZ BENEFITS & INSURANCE SERVICES51%
- LOCKTON COMPANIES, LLC49%
- 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$586.8M
Participants1,998
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POLSINELLI PROFIT SHARING PLAN II
401k
Assets$120.6M
Participants1,444
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$17.0M
Participants175
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$17.0M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
POLSINELLI EMPLOYEE WELFARE BENEFIT PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
Premiums$38.0M
Covered lives3,942
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 | $586.8M | 1,998 | 2025 | |
| 002 | POLSINELLI PROFIT SHARING PLAN II | 401k | $120.6M | 1,444 | 2025 | |
| 004 | POLSINELLI PC CASH BALANCE PLAN II | CashBalance | $17.0M | 175 | 2025 | |
| 003 | POLSINELLI PC CASH BALANCE PLAN I | CashBalance | $17.0M | 175 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | POLSINELLI EMPLOYEE WELFARE BENEFIT PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY | $38.0M | 3,942 | 2025 |
Retirement plans
Welfare plans