Sponsor portfolio

NELSON MULLINS RILEY & SCARBOROUGH LLP

EIN 57-0215445law practiceLatest filing 2025

Plans

Retirement

$921.5M assets

Welfare

$2.2M premiums

Participants

5,622

1320 MAIN STREET 17TH FLOOR - COLUMBIA, SC 29201803-799-2000nelsonmullins.comLinkedIn1001-5000 employeeslaw practice

Plans on this EIN

3 filings

#002401k-$751.4M - 2,808 part #004CashBalance-$170.1M - 258 part #509Mixed-$2.2M - 2,458 lives

Retirement portfolio analytics

2 plans aggregated / $921.5M assets / 3,066 participants

Assets by plan

Share of aggregate retirement assets

82%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

82%top

CHARLES SCHWAB & CO., INC.82%
(Not disclosed)18%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $2.2M premiums / 2,458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$2.0M
Long-term disability$2.0M
Other$2.0M
Vision$165K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

92%top

SUN LIFE ASSURANCE COMPANY OF CANADA92%
FIDELITY SECURITY LIFE INSURANCE COMPANY8%

Broker market share

Schedule A broker compensation

Single broker

100%top

USI INSURANCE SERVICES LLC100%

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$751.4M

Participants2,808

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#004