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Sponsor portfolio

KIERNAN TREBACH LLP

EIN 52-2328075-law practice-Latest filing 2025
Plans
2
Retirement
1
$50.4M assets
Welfare
1
$2.6M premiums
Participants
478
1233 20TH ST NW STE 800 - WASHINGTON, DC 200362377202-712-7000kiernantrebach.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$50.4M - 251 part#501Fully Insured-$2.6M - 437 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$135K
  • Long-term disability$97K
  • Other$85K
  • Short-term disability$64K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • COPPER DUNN LLC46%
  • KELLY & ASSOCIATES INSURANCE GROUP29%
  • PATRICK DUNN18%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
Total $185K4 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

KIERNAN TREBACH PROFIT SHARING PLAN AND TRUST

401k

Assets$50.4M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIERNAN TREBACH LLP WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE INC.

Premiums$2.6M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIERNAN TREBACH PROFIT SHARING PLAN AND TRUST401k$50.4M2512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIERNAN TREBACH LLP WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE INC.$2.6M4372025
Retirement plans
Welfare plans
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