Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Other$291K
- Life$251K
- Short-term disability$251K
- Long-term disability$251K
- +1 more
Sponsor portfolio
ALLEN ALLEN ALLEN AND ALLEN
EIN 54-0852062legal servicesLatest filing 2025
Plans
2
Retirement
1
$60.6M assets
Welfare
1
$2.4M premiums
Participants
428
1809 STAPLES MILL ROAD - RICHMOND, VA 23230804-257-7553allenandallen.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 215 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- AETNA LIFE INSURANCE COMPANY88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN
401k
Assets$60.6M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
ALLEN ALLEN ALLEN AND ALLEN HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN | 401k | $60.6M | 249 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | ALLEN ALLEN ALLEN AND ALLEN HEALTH AND WELFARE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $2.4M | 215 | 2025 |
Retirement plans
Welfare plans