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Sponsor portfolio

MARKS & HARRISON, P.C.

EIN 54-1324210-law practice-Latest filing 2025
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$1.5M premiums
Participants
304
1500 FOREST AVENUE, SUITE 100 - RICHMOND, VA 23229804-662-5869marksandharrison.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$13.6M - 164 part#501Fully Insured-$1.5M - 277 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$528K
  • Vision$528K
  • Life$121K
  • Short-term disability$121K
  • Long-term disability$121K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • ANTHEM LIFE INSURANCE COMPANY92%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • GARRY L JOHNSON & ASSOCIATES INC5%
Total $49K2 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

MARKS & HARRISON 401(K) PLAN

401k

Assets$13.6M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARKS & HARRISON HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HEALTHKEEPERS, INC. (G1608)

Premiums$1.5M
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARKS & HARRISON 401(K) PLAN401k$13.6M1642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARKS & HARRISON HEALTH AND WELFARE BENEFIT PLANFully InsuredHEALTHKEEPERS, INC. (G1608)$1.5M2772025
Retirement plans
Welfare plans
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