Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPENCER FANE LLP
EIN 44-0561981law practiceLatest filing 2024
Plans
3
Retirement
2
$269.7M assets
Welfare
1
$13.9M premiums
Participants
2,298
1000 WALNUT, SUITE 1400 - KANSAS CITY, MO 641062140816-474-8100spencerfane.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $269.7M assets / 1,232 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
98%top
- CHARLES SCHWAB & CO., INC.98%
- (Not disclosed)2%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $13.9M premiums / 1,462 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.8M
- Life$1.4M
- Short-term disability$1.4M
- Long-term disability$1.4M
- Other$1.4M
- Dental$627K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- SUN LIFE ASSURANCE COMPANY OF CANADA10%
- DELTA DENTAL OF CALIFORNIA5%
- KAISER FOUNDATION HEALTH PLAN INC1%
- HUMANA INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
55%top
- CBIZ BENEFITS & INSURANCE SERVICES55%
- HOLMES MURPHY & ASSOCIATES33%
- AVANT SPECIALTY BENEFITS LLC7%
- C2 CENTRIC LLC3%
- PATRICK WHITAKER2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPENCER FANE RETIREMENT PLAN
401k
Assets$263.8M
Participants1,054
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPENCER FANE ASSOCIATE RETIREMENT PLAN
401k
Assets$5.9M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPENCER FANE LLP WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
Premiums$13.9M
Covered lives1,462
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPENCER FANE RETIREMENT PLAN | 401k | $263.8M | 1,054 | 2024 | |
| 002 | SPENCER FANE ASSOCIATE RETIREMENT PLAN | 401k | $5.9M | 178 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPENCER FANE LLP WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY | $13.9M | 1,462 | 2024 |
Retirement plans
Welfare plans