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Sponsor portfolio

SPILMAN THOMAS & BATTLE, PLLC

EIN 55-0282458-law practice-Latest filing 2025
Plans
2
Retirement
1
$76.4M assets
Welfare
1
$2.7M premiums
Participants
476
300 KANAWHA BOULEVARD EAST - CHARLESTON, WV 25301304-340-3800spilmanlaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$76.4M - 263 part#501Mixed-$2.7M - 248 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Long-term disability$125K
  • Life$87K
  • Other$23K
  • Vision$12K
  • Dental$12K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • ADAM OKUN38%
  • EDGEWOOD PARTNERS INSURANCE CENTER32%
  • PAUL WHITE17%
  • ASSUREDPARTNERS13%
  • EDGWOOD PARTNERS INSURANCE CENTER1%
Total $50K5 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

SPILMAN THOMAS & BATTLE 401(K) PLAN

401k

Assets$76.4M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPILMAN THOMAS & BATTLE, PLLC WELFARE PLAN

Mixed - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA

Premiums$2.7M
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPILMAN THOMAS & BATTLE 401(K) PLAN401k$76.4M2632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPILMAN THOMAS & BATTLE, PLLC WELFARE PLANMixedHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA$2.7M2482025
Retirement plans
Welfare plans
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