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Filings through Oct 24, 2026.

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Parker Poe Adams & Bernstein LLP

EIN 56-0928467-law practice-Latest filing 2025
Plans
2
Retirement
1
$234.4M assets
Health & Benefits
1
$982K premiums
Participants
1,173
620 SOUTH TRYON ST. SUITE 800 - CHARLOTTE, NC 282021942704-372-9000parkerpoe.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401(k)-$234.4M - 687 part#501Mixed-$982K - 616 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $982K premiums / 616 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$521K
  • Life$519K
  • Long-term disability$519K
  • Dental$370K
  • Vision$92K
Total $982K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN

401(k)

Assets$234.4M
Participants687
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PARKER POE ADAMS & BERNSTEIN LLP WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$982K
Covered lives616
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN401(k)$234.4M6872025
  • THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN$234.4M
    #001 · 401(k) · 2025687

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PARKER POE ADAMS & BERNSTEIN LLP WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$982K6162025
  • PARKER POE ADAMS & BERNSTEIN LLP WELFARE BENEFIT PLAN$982K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025616
Retirement plans
Health & Benefits plans

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