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  2. Whiteford, Taylor & Preston, L.L.P.
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Filings through Oct 24, 2026.

Whiteford, Taylor & Preston, L.L.P.

EIN 52-0619214-law practice-Latest filing 2025
Plans
4
Retirement
3
$269.9M assets
Health & Benefits
1
$4.2M premiums
Participants
1,041
7 SAINT PAUL STREET, SUITE 1400 - BALTIMORE, MD 212021636410-347-8700whitefordlaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002Money purchase-$140.7M - 315 part#003401(k)-$120.1M - 365 part#004401(k)-$9.1M - 124 part#501Fully insured-$4.2M - 672 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $269.9M assets / 804 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#002)$140.7M
  • STAFF 401(K) Savings (#003)$120.1M
  • LLP ASSOCIATES' 401(K) (#004)$9.1M
Total $269.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ONEAMERICA RETIREMENT SERVICES LLC$260.8M
  • (Not disclosed)$9.1M
Total $269.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • STAFF 401(K) Savings (#003)365
  • PLAN AND TRUST (#002)315
  • LLP ASSOCIATES' 401(K) (#004)124
Total 804Select a row to open it

Benefits portfolio analytics

1 plan / $4.2M premiums / 672 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Vision$3.5M
  • Long-term disability$445K
  • Life$211K
  • Other$211K
Total $4.2M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST

Money purchase

Assets$140.7M
Participants315
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN

401(k)

Assets$120.1M
Participants365
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

WHITEFORD, TAYLOR & PRESTON LLP ASSOCIATES' 401(K) PLAN

401(k)

Assets$9.1M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WHITEFORD, TAYLOR & PRESTON, L.L.P. EMPLOYEE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.2M
Covered lives672
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUSTMoney purchase$140.7M3152025
#003WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN401(k)$120.1M3652025
#004WHITEFORD, TAYLOR & PRESTON LLP ASSOCIATES' 401(K) PLAN401(k)$9.1M1242025
  • WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST$140.7M
    #002 · Money purchase · 2025315
  • WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN$120.1M
    #003 · 401(k) · 2025365
  • WHITEFORD, TAYLOR & PRESTON LLP ASSOCIATES' 401(K) PLAN$9.1M
    #004 · 401(k) · 2025124

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WHITEFORD, TAYLOR & PRESTON, L.L.P. EMPLOYEE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$4.2M6722025
  • WHITEFORD, TAYLOR & PRESTON, L.L.P. EMPLOYEE BENEFIT PLAN$4.2M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025672
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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