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WHITEFORD, TAYLOR & PRESTON, L.L.P.

EIN 52-0619214-law practice-Latest filing 2025
Plans
4
Retirement
3
$249.3M assets
Welfare
1
$4.2M premiums
Participants
1,087
7 SAINT PAUL STREET, SUITE 1400 - BALTIMORE, MD 21202410-347-8700whitefordlaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002MoneyPurchase-$129.4M - 371 part#003401k-$109.8M - 357 part#004401k-$10.1M - 122 part#501Fully Insured-$4.2M - 672 lives

Retirement portfolio analytics

3 plans aggregated / $249.3M assets / 850 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN AND TRUST (#002)52%
  • STAFF 401(K) Savings (#003)44%
  • LLP ASSOCIATES' 401(K) (#004)4%
Total $249.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • AMERICAN UNITED LIFE INSURANCE CO96%
  • (Not disclosed)4%
Total $249.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)371
  • STAFF 401(K) Savings (#003)357
  • LLP ASSOCIATES' 401(K) (#004)122
Total 850Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Total $4.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $207K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST

MoneyPurchase

Assets$129.4M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

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

401k

Assets$109.8M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

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

401k

Assets$10.1M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

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

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.2M
Covered lives672
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUSTMoneyPurchase$129.4M3712024
003WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN401k$109.8M3572024
004WHITEFORD, TAYLOR & PRESTON LLP ASSOCIATES' 401(K) PLAN401k$10.1M1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITEFORD, TAYLOR & PRESTON, L.L.P. EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.2M6722025
Retirement plans
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