PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. KILPATRICK TOWNSEND & STOCKTON LLP
Sponsor portfolio

KILPATRICK TOWNSEND & STOCKTON LLP

EIN 58-0511774-law practice-Latest filing 2024
Plans
5
Retirement
4
$754.2M assets
Welfare
1
$4.6M premiums
Participants
3,687
1100 PEACHTREE STREET, SUITE 2800 - ATLANTA, GA 303094510404-815-6500ktslaw.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
5 filings
#003401k-$596.0M - 1,457 part#009401k-$105.0M - 732 part#010CashBalance-$26.6M - 131 part#011CashBalance-$26.6M - 131 part#501Mixed-$4.6M - 1,223 lives

Retirement portfolio analytics

4 plans aggregated / $754.2M assets / 2,451 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • LLP RETIREMENT Savings (#003)79%
  • SAV PLAN-PLAN 2 (#009)14%
  • BALANCE PLAN I (#010)4%
  • BALANCE PLAN II (#011)4%
Total $754.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT Savings (#003)1,457
  • SAV PLAN-PLAN 2 (#009)732
  • BALANCE PLAN I (#010)131
  • BALANCE PLAN II (#011)131
Total 2,451Click row to drill in

Benefits portfolio analytics

1 plan / $4.6M premiums / 1,223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.1M
  • Long-term disability$2.7M
  • Life$741K
  • Health$673K
  • Prescription drug$673K
  • Vision$160K
Total $4.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • STANDARD INSURANCE COMPANY61%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY15%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • AFLAC4%
  • SURENCY LIFE AND HEALTH3%
  • +3 more
Total $4.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • MERCER HEALTH AND BENEFITS, LLC46%
  • USI INSURANCE SERVICES LLC19%
  • KENNETH C YARBROUGH12%
  • NATIONAL PLANNING CONSULTANTS INC7%
  • PEACHTREE PLANNING OF GEORGIA6%
  • +3 more
Total $547K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS PLAN

401k

Assets$596.0M
Participants1,457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2

401k

Assets$105.0M
Participants732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN I

CashBalance

Assets$26.6M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN II

CashBalance

Assets$26.6M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KILPATRICK TOWNSEND & STOCKTON EMPLOYEE BENEFITS PROGRAM

Mixed - STANDARD INSURANCE COMPANY

Premiums$4.6M
Covered lives1,223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS PLAN401k$596.0M1,4572024
009KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2401k$105.0M7322024
010KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN ICashBalance$26.6M1312024
011KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN IICashBalance$26.6M1312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KILPATRICK TOWNSEND & STOCKTON EMPLOYEE BENEFITS PROGRAMMixedSTANDARD INSURANCE COMPANY$4.6M1,2232024
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