Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$204K
- Other$151K
- Life$146K
- Vision$87K
Sponsor portfolio
BATES WHITE, LLC.
EIN 52-2183096Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$154.5M assets
Welfare
1
$515K premiums
Participants
932
2001 K STREET, NORTH BUILDING, SUITE 500 - WASHINGTON, DC 20006202-408-6110
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $515K premiums / 557 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY70%
- FIDELITY SECURITY LIFE INSURANCE COMPANY17%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- HEALTH ADVOCATE SOLUTIONS, INC.3%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BATES WHITE, LLC 401(K) PLAN
401k
Assets$154.5M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BATES WHITE, LLC EMPLOYEE BENEFITS PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$515K
Covered lives557
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BATES WHITE, LLC 401(K) PLAN | 401k | $154.5M | 550 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BATES WHITE, LLC EMPLOYEE BENEFITS PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $515K | 557 | 2025 |
Retirement plans
Welfare plans