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Sponsor portfolio

SMITH, GAMBRELL & RUSSELL, LLP

EIN 58-0967450-law practice-Latest filing 2025
Plans
3
Retirement
1
$266.4M assets
Welfare
2
$2.4M premiums
Participants
1,973
1105 WEST PEACHTREE STREET NE, SUITE 1000 - ATLANTA, GA 30309404-815-3500sgrlaw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filings
#005401k-$266.4M - 729 part#512Mixed-$2.4M - 706 lives#005Fully Insured-2 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 708 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Vision$1.3M
  • Other$1.1M
  • Life$1.0M
  • Long-term disability$1.0M
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITEDHEALTHCARE INSURANCE COMPANY57%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA43%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • EDGEWOOD PARTNERS INSURANCE CENTER0%
Total $256K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN

401k

Assets$266.4M
Participants729
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

SMITH, GAMBRELL & RUSSELL, LLP GROUP HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.4M
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#005

SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN

Fully Insured - NORTHWESTERN MUTUAL

Premiums$0
Covered lives2
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN401k$266.4M7292024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
512SMITH, GAMBRELL & RUSSELL, LLP GROUP HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.4M7062025
005SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLANFully InsuredNORTHWESTERN MUTUAL$022024
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