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Sponsor portfolio

BROCK & SCOTT PLLC

EIN 56-2107459-legal services-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$675K premiums
Participants
1,407
1315 WESTBROOK PLAZA DR STE 100 - WINSTON SALEM, NC 271031357336-354-1200brockandscott.comLinkedIn501-1000 employeeslegal services
Plans on this EIN
2 filings
#001401k-$19.8M - 716 part#501Mixed-$675K - 685 lives

Benefits portfolio analytics

1 plan / $675K premiums / 685 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$323K
  • Long-term disability$199K
  • Short-term disability$160K
  • Other$124K
  • Life$84K
  • Vision$29K
Total $675K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY48%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA48%
  • EYEMED VISION CARE4%
Total $675K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • SAGS JOINT VENTURE7%
Total $111K2 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

BROCK & SCOTT PLLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$19.8M
Participants716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROCK & SCOTT GROUP EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$675K
Covered lives685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROCK & SCOTT PLLC 401(K) PROFIT SHARING PLAN & TRUST401k$19.8M7162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROCK & SCOTT GROUP EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$675K6852025
Retirement plans
Welfare plans
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