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Sponsor portfolio

ALSTON & BIRD LLP

EIN 58-0137615-law practice-Latest filing 2024
Plans
3
Retirement
2
$1.24B assets
Welfare
1
$6.9M premiums
Participants
4,759
1201 WEST PEACHTREE STREET - ATLANTA, GA 303093424404-881-7000alston.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$1.10B - 2,578 part#021CashBalance-$144.8M - 432 part#501Mixed-$6.9M - 1,682 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 / $6.9M premiums / 1,682 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.8M
  • Life$1.1M
  • Other$1.0M
  • Long-term disability$961K
  • Vision$263K
  • Health$65K
Total $6.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITEDHEALTHCARE INSURANCE COMPANY56%
  • PACIFIC LIFE INSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • EXCEPTIONAL RISK ADVISORS9%
  • JANUS ASSOCIATES, INC. DBA BHS7%
  • +3 more
Total $6.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • MCGRIFF INSURANCE SERVICES INC67%
  • USI INSURANCE SERVICES LLC18%
  • NATIONAL PLANNING CONSULTANTS INC6%
  • LISA MCDANIEL3%
  • THE DOWNEY GROUP INC2%
  • +3 more
Total $455K8 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 - UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH

Premiums$6.9M
Covered lives1,682
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 PLANMixedUNITEDHEALTHCARE STOP LOSS-UNITED HEALTH$6.9M1,6822024
Retirement plans
Welfare plans
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