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Sponsor portfolio

SMITH, GAMBRELL & RUSSELL, LLP

EIN 58-0967450-law practice-Latest filing 2024
Plans
3
Retirement
1
$266.4M assets
Welfare
2
$1.6M premiums
Participants
1,970
1105 W PEACHTREE ST. NE, SUITE 1000 - ATLANTA, GA 30309404-815-3601sgrlaw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filings
#005401k-$266.4M - 729 part#512Mixed-$1.6M - 1,253 lives#005Fully Insured-2 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 1,255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$1.1M
  • Long-term disability$1.1M
  • Dental$406K
  • Vision$63K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA70%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY26%
  • EYEMED VISION CARE4%
  • NORTHWESTERN MUTUAL0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • YATES LLC0%
Total $213K2 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 - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.6M
Covered lives1,253
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 PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.6M1,2532024
005SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLANFully InsuredNORTHWESTERN MUTUAL$022024
Retirement plans
Welfare plans
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