Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Vision$1.4M
- Prescription drug$1.4M
- Other$157K
- Short-term disability$120K
- +2 more
Sponsor portfolio
MERLIN LAW GROUP, PLLC
EIN 47-0948426law practiceLatest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.6M premiums
Participants
255
777 SOUTH HARBOUR ISLAND BOULEVARD, SUITE 950 - TAMPA, FL 33602813-229-1000merlinlawgroup.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 196 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- NORTHWESTERN MUTUAL8%
- USABLE LIFE2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
91%top
- MARSH & MCLENNAN AGENCY LLC91%
- DONNA GRIBBEN CARRILLO5%
- THERESA STONER ANNUNZIATA2%
- OCONNELL FNCL GRP INC1%
- WILLIAM E GECEWICZ0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERLIN LAW GROUP, PLLC 401(K) PLAN
401k
Assets$8.6M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MERLIN LAW GROUP, PLLC WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.6M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERLIN LAW GROUP, PLLC 401(K) PLAN | 401k | $8.6M | 145 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MERLIN LAW GROUP, PLLC WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.6M | 196 | 2025 |
Retirement plans
Welfare plans