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Sponsor portfolio

TROUTMAN PEPPER HAMILTON SANDERS LLP

EIN 58-0946915-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
7
Retirement
2
$1.41B assets
Welfare
5
$8.8M premiums
Participants
13,201
600 PEACHTREE ST NE, SUITE 3000 - ATLANTA, GA 303082216404-885-3000
Plans on this EIN
7 filings
#001401k-$1.19B - 4,115 part#007CashBalance-$219.9M - 474 part#503Mixed-$4.7M - 3,644 lives#501Fully Insured-$2.2M - 3,644 lives#502Fully Insured-$2.0M - 3,644 lives#504Self Funded-0 lives#507Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.41B assets / 4,589 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • DEFINED CONTRIBUTION PLAN (#001)84%
  • CASH BALANCE PLAN (#007)16%
Total $1.41BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • THE VANGUARD GROUP, INC.84%
  • (Not disclosed)16%
Total $1.41BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)4,115
  • CASH BALANCE PLAN (#007)474
Total 4,589Click row to drill in

Benefits portfolio analytics

5 plans / $8.8M premiums / 10,932 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.2M
  • Life$2.0M
  • Long-term disability$1.8M
  • Dental$1.7M
  • Vision$198K
Total $8.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • METROPOLITAN LIFE INSURANCE COMPANY45%
  • RELIASTAR LIFE INSURANCE COMPANY32%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA21%
  • VISION SERVICE PLAN2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • +1 more
Total $8.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ALLIANT INSURANCE SERVICES, INC.76%
  • BENEFIT ADVISORS SERVICES GROUP LLC24%
  • RINGMASTER INSURANCE AGENCY LLC0%
Total $797K3 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

TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN

401k

Assets$1.19B
Participants4,115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

TROUTMAN PEPPER CASH BALANCE PLAN

CashBalance

Assets$219.9M
Participants474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TROUTMAN PEPPER HAMILTON SANDERS LLP EMPLOYEE HEALTH CARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$4.7M
Covered lives3,644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TROUTMAN PEPPER HAMILTON SANDERS LLP LONG TERM DISABILITY INCOME PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.2M
Covered lives3,644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives3,644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

TROUTMAN PEPPER HAMILTON SANDERS LLP FLEXIBLE BENEFITS PLAN HEALTH FSA COMPONENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

TROUTMAN PEPPER HAMILTON SANDERS LLP WELLNESS PROGRAM

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN401k$1.19B4,1152024
007TROUTMAN PEPPER CASH BALANCE PLANCashBalance$219.9M4742024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TROUTMAN PEPPER HAMILTON SANDERS LLP EMPLOYEE HEALTH CARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$4.7M3,6442024
501TROUTMAN PEPPER HAMILTON SANDERS LLP LONG TERM DISABILITY INCOME PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$2.2M3,6442024
502GROUP BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$2.0M3,6442024
504TROUTMAN PEPPER HAMILTON SANDERS LLP FLEXIBLE BENEFITS PLAN HEALTH FSA COMPONENTSelf Funded-$002024
507TROUTMAN PEPPER HAMILTON SANDERS LLP WELLNESS PROGRAMSelf Funded-$002024
Retirement plans
Welfare plans
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