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Sponsor portfolioTH

PARKER POE ADAMS & BERNSTEIN LLP

EIN 56-0928467-law practice-Latest filing 2025
Plans
2
Retirement
1
$206.6M assets
Welfare
1
$982K premiums
Participants
1,155
620 SOUTH TRYON STREET, SUITE 800 - CHARLOTTE, NC 28202704-335-9499parkerpoe.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$206.6M - 669 part#501Mixed-$982K - 616 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA53%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • COMMUNITY EYE CARE9%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $982K4 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • JAMES WILLIAM DEUINK39%
  • USI INSURANCE SERVICES LLC31%
  • GREG I HINRICHS30%
Total $113K3 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

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

401k

Assets$206.6M
Participants669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARKER POE ADAMS & BERNSTEIN LLP WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$982K
Covered lives616
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN401k$206.6M6692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARKER POE ADAMS & BERNSTEIN LLP WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$982K6162025
Retirement plans
Welfare plans
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