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Sponsor portfolio

MCGUIREWOODS LLP

EIN 54-0505857-Latest filing 2025
Plans
3
Retirement
2
$1.25B assets
Welfare
1
$5.5M premiums
Participants
5,786
800 EAST CANAL STREET - RICHMOND, VA 232193956804-775-7333
Plans on this EIN
3 filings
#003401k-$1.16B - 3,238 part#006CashBalance-$86.4M - 232 part#509Mixed-$5.5M - 3,274 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 / $5.5M premiums / 3,274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.8M
  • Long-term disability$1.8M
  • Life$1.2M
  • Other$808K
  • Vision$443K
  • Health$5K
Total $5.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY34%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA32%
  • SECURIAN LIFE INSURANCE COMPANY24%
  • VISION SERVICE PLAN8%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
  • +1 more
Total $5.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • SCOTT BENEFIT SERVICES54%
  • JAMES A SCOTT & SON INC31%
  • JAMES A SCOTT & SON INC / CHARLOTTE15%
Total $247K3 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 - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$5.5M
Covered lives3,274
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 PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$5.5M3,2742025
Retirement plans
Welfare plans
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