Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Self Funded - ZURICH AMERICAN INSURANCE COMPANY
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Fully Insured - HARTFORD LIFE AND ACCIDENT
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE LAW COMPANY, INC. 401(K) RETIREMENT PLAN | 401k | $15.8M | 196 | 2024 | |
| 001 | THE LAW COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.0M | 170 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | THE LAW COMPANY GROUP MEDICAL AND DENTAL PLAN | Self Funded | ZURICH AMERICAN INSURANCE COMPANY | $276K | 133 | 2025 | |
| 503 | THE LAW COMPANY GROUP LIFE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $73K | 140 | 2025 | |
| 505 | THE LAW COMPANY GROUP LTD PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $33K | 140 | 2025 | |
| 507 | THE LAW COMPANY INC. GROUP TRAVEL ACCIDENT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $5K | 140 | 2025 |