PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NELSON MULLINS RILEY & SCARBOROUGH LLP
Sponsor portfolio

NELSON MULLINS RILEY & SCARBOROUGH LLP

EIN 57-0215445-law practice-Latest filing 2024
Plans
3
Retirement
2
$830.6M assets
Welfare
1
$2.0M premiums
Participants
5,374
1320 MAIN STREET 17TH FLOOR - COLUMBIA, SC 29201803-799-2000nelsonmullins.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$678.9M - 2,635 part#004CashBalance-$151.7M - 260 part#509Mixed-$2.0M - 2,382 lives

Retirement portfolio analytics

2 plans aggregated / $830.6M assets / 2,895 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • MULLINS RETIREMENT PLAN (#002)82%
  • BALANCE RETIREMENT PLAN (#004)18%
Total $830.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • CHARLES SCHWAB & CO., INC.82%
  • (Not disclosed)18%
Total $830.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MULLINS RETIREMENT PLAN (#002)2,635
  • BALANCE RETIREMENT PLAN (#004)260
Total 2,895Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.8M
  • Long-term disability$1.8M
  • Other$1.8M
  • Vision$170K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NELSON MULLINS RETIREMENT PLAN

401k

Assets$678.9M
Participants2,635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

NELSON MULLINS RILEY & SCARBOROUGH LLP CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$151.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

NELSON MULLINS RILEY & SCARBOROUGH LLP HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.0M
Covered lives2,382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NELSON MULLINS RETIREMENT PLAN401k$678.9M2,6352024
004NELSON MULLINS RILEY & SCARBOROUGH LLP CASH BALANCE RETIREMENT PLANCashBalance$151.7M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509NELSON MULLINS RILEY & SCARBOROUGH LLP HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.0M2,3822024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica