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Sponsor portfolio

MCGUIREWOODS LLP

EIN 54-0505857-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$1.25B assets
Welfare
1
$3.5M premiums
Participants
5,732
GATEWAY PLAZA, 800 EAST CANAL ST. - RICHMOND, VA 23219804-775-1000
Plans on this EIN
3 filings
#003401k-$1.16B - 3,238 part#006CashBalance-$86.4M - 232 part#509Mixed-$3.5M - 1,920 lives

Retirement portfolio analytics

2 plans aggregated / $1.25B assets / 3,470 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • LLP RETIREMENT Savings (#003)93%
  • FOR EQUITY PARTNERS (#006)7%
Total $1.25BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • T ROWE PRICE RPS INC93%
  • (Not disclosed)7%
Total $1.25BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT Savings (#003)3,238
  • FOR EQUITY PARTNERS (#006)232
Total 3,470Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 1,920 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.7M
  • Life$1.2M
  • Vision$408K
  • Other$165K
Total $3.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
  • SECURIAN LIFE INSURANCE COMPANY36%
  • VISION SERVICE PLAN12%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • SCOTT BENEFIT SERVICES66%
  • JAMES A SCOTT & SON INC32%
  • MERCER HEALTH AND BENEFITS, LLC2%
Total $190K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MCGUIREWOODS LLP RETIREMENT SAVINGS PLAN

401k

Assets$1.16B
Participants3,238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

MCGUIREWOODS LLP CASH BALANCE PENSION PLAN FOR EQUITY PARTNERS

CashBalance

Assets$86.4M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

MCGUIREWOODS LLP WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.5M
Covered lives1,920
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MCGUIREWOODS LLP RETIREMENT SAVINGS PLAN401k$1.16B3,2382024
006MCGUIREWOODS LLP CASH BALANCE PENSION PLAN FOR EQUITY PARTNERSCashBalance$86.4M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509MCGUIREWOODS LLP WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$3.5M1,9202024
Retirement plans
Welfare plans
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