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Sponsor portfolioTH

CONSTANGY, BROOKS, SMITH & PROPHETE LLP

EIN 58-0616335-legal services-Latest filing 2024
Plans
3
Retirement
1
$96.3M assets
Welfare
2
$1.4M premiums
Participants
1,521
230 PEACHTREE ST. NW, SUITE 2400 - ATLANTA, GA 303031557404-230-6705LinkedIn201-500 employeeslegal services
Plans on this EIN
3 filings
#002401k-$96.3M - 554 part#502Fully Insured-$1.4M - 389 lives#002Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$992K
  • Short-term disability$767K
  • Long-term disability$767K
  • Health$276K
  • Vision$32K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA69%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • AETNA LIFE INSURANCE COMPANY2%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ACRISURE LLC96%
  • GROUP BENEFITS LTD2%
  • EDGEWOOD PARTNERS INSURANCE CENTER2%
  • WATCHTOWER BENEFITS, LLC0%
Total $146K4 slices

Plan deep-dives

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

CONSTANGY, BROOKS, SMITH & PROPHETE, LLP SAVINGS AND INVESTMENT PROFIT SHARING PLAN

401k

Assets$96.3M
Participants554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CONSTANGY BROOKS SMITH & PROPHETE LLP HEALTH AND WELFARE PROGRAM

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.4M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

CONSTANGY, BROOKS, SMITH & PROPHETE, LLP SAVINGS AND INVESTMENT PROFIT SHARING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CONSTANGY, BROOKS, SMITH & PROPHETE, LLP SAVINGS AND INVESTMENT PROFIT SHARING PLAN401k$96.3M5542024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CONSTANGY BROOKS SMITH & PROPHETE LLP HEALTH AND WELFARE PROGRAMFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.4M3892024
002CONSTANGY, BROOKS, SMITH & PROPHETE, LLP SAVINGS AND INVESTMENT PROFIT SHARING PLANSelf Funded-$002024
Retirement plans
Welfare plans
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