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Sponsor portfolio

PESSIN KATZ LAW, P.A.

EIN 52-1598578-law practice-Latest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$810K premiums
Participants
226
901 DULANEY VALLEY ROAD, SUITE 500 - TOWSON, MD 21204410-769-6156pklaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$21.2M - 120 part#501Mixed-$810K - 105 lives

Benefits portfolio analytics

1 plan / $810K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$662K
  • Long-term disability$62K
  • Short-term disability$47K
  • Other$39K
  • Life$34K
Total $810K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY13%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • JANUS ASSOCIATES, INC. DBA BHS1%
Total $810K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • TRIBRIDGE PARTNERS LLC92%
  • EMPLOYEE BENEFIT SUBJECT MATTER EXP5%
  • THE BALDWIN GROUP WEST LLC3%
Total $68K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PESSIN KATZ LAW, PA 401(K) PLAN

401k

Assets$21.2M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PESSIN KATZ LAW, P.A. EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$810K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PESSIN KATZ LAW, PA 401(K) PLAN401k$21.2M1202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PESSIN KATZ LAW, P.A. EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$810K1052025
Retirement plans
Welfare plans
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