Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERSHEDS SUTHERLAND (US) LLP
EIN 58-0619407Latest filing 2025
Plans
7
Retirement
4
$532.1M assets
Welfare
3
$2.1M premiums
Participants
3,564
600 PEACHTREE STREET NE, SUITE 5200 - ATLANTA, GA 30309404-853-8000
Retirement portfolio analytics
4 plans aggregated / $532.1M assets / 1,879 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
95%top
- AMERICAN UNITED LIFE INSURANCE CO95%
- (Not disclosed)5%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $2.1M premiums / 1,912 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.3M
- Other$688K
- Life$502K
- Vision$83K
- Dental$41K
Carrier market share
Premium dollars by Schedule A carrier
80%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA80%
- LIFE INSURANCE COMPANY OF NORTH AMERICA9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
98%top
- WILLIS TOWERS WATSON US LLC98%
- MERCER HEALTH AND BENEFITS, LLC2%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A
401k
Assets$437.6M
Participants1,169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN B
ProfitSharing
Assets$70.2M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
EVERSHEDS SUTHERLAND (US) LLP CASH BALANCE PLAN A
CashBalance
Assets$12.2M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
EVERSHEDS SUTHERLAND (US) LLP CASH BALANCE PLAN B
CashBalance
Assets$12.2M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LONG TERM DISABILITY PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.3M
Covered lives761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
EVERSHEDS SUTHERLAND (US) LLP HEALTH AND WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$812K
Covered lives1,151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A | 401k | $437.6M | 1,169 | 2024 | |
| 005 | EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN B | ProfitSharing | $70.2M | 448 | 2024 | |
| 007 | EVERSHEDS SUTHERLAND (US) LLP CASH BALANCE PLAN A | CashBalance | $12.2M | 131 | 2024 | |
| 008 | EVERSHEDS SUTHERLAND (US) LLP CASH BALANCE PLAN B | CashBalance | $12.2M | 131 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LONG TERM DISABILITY PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.3M | 761 | 2025 | |
| 501 | EVERSHEDS SUTHERLAND (US) LLP HEALTH AND WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $812K | 1,151 | 2025 | |
| 503 | FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans