PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP
Sponsor portfolio

BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP

EIN 56-0561489-law practice-Latest filing 2024
Plans
2
Retirement
1
$154.7M assets
Welfare
1
$497K premiums
Participants
426
230 NORTH ELM STREET - GREENSBORO, NC 27401336-373-8850brookspierce.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$154.7M - 238 part#501Mixed-$497K - 188 lives

Benefits portfolio analytics

1 plan / $497K premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$469K
  • Short-term disability$282K
  • Long-term disability$282K
  • Other$282K
  • Vision$29K
Total $497K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA57%
  • PACIFIC LIFE INSURANCE COMPANY37%
  • VISION SERVICE PLAN6%
Total $497K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • MCGRIFF INSURANCE SERVICES INC72%
  • THE DOWNEY GROUP INC28%
  • IMG0%
Total $60K3 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

BROOKS PIERCE RETIREMENT AND SAVINGS PLAN

401k

Assets$154.7M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$497K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROOKS PIERCE RETIREMENT AND SAVINGS PLAN401k$154.7M2382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$497K1882024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica