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Sponsor portfolio

ALSTON & BIRD LLP

EIN 58-0137615-law practice-Latest filing 2025
Plans
3
Retirement
2
$1.24B assets
Welfare
1
$6.0M premiums
Participants
4,796
1201 W PEACHTREE STREET, SUITE 4900 - ATLANTA, GA 303093465404-881-7000alston.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$1.10B - 2,578 part#021CashBalance-$144.8M - 432 part#501Mixed-$6.0M - 1,713 lives

Retirement portfolio analytics

2 plans aggregated / $1.24B assets / 3,010 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • A&B RETIREMENT PLAN (#001)88%
  • CASH BALANCE PENSION (#021)12%
Total $1.24BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • PRINCIPAL LIFE INSURANCE COMPANY88%
  • (Not disclosed)12%
Total $1.24BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • A&B RETIREMENT PLAN (#001)2,578
  • CASH BALANCE PENSION (#021)432
Total 3,010Click row to drill in

Benefits portfolio analytics

1 plan / $6.0M premiums / 1,713 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.5M
  • Long-term disability$4.4M
  • Other$3.9M
  • Vision$230K
Total $6.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA67%
  • PACIFIC LIFE INSURANCE COMPANY14%
  • EXCEPTIONAL RISK ADVISORS12%
  • VISION SERVICE PLAN3%
  • AFLAC2%
  • +3 more
Total $6.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • MARSH & MCLENNAN AGENCY LLC72%
  • TCS INSURANCE AGENCY INC9%
  • WKG 3 PLUS LLC7%
  • LISA F MCDANIEL3%
  • USI INSURANCE SERVICES LLC3%
  • +3 more
Total $599K8 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

A&B RETIREMENT PLAN

401k

Assets$1.10B
Participants2,578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

A&B ENHANCED PARTNER CASH BALANCE PENSION PLAN

CashBalance

Assets$144.8M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALSTON & BIRD HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$6.0M
Covered lives1,713
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001A&B RETIREMENT PLAN401k$1.10B2,5782024
021A&B ENHANCED PARTNER CASH BALANCE PENSION PLANCashBalance$144.8M4322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALSTON & BIRD HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$6.0M1,7132025
Retirement plans
Welfare plans
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