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Sponsor portfolio

PORTER-LEATH

EIN 58-1409385-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$312K premiums
Participants
985
3400 PRESCOTT ROAD - MEMPHIS, TN 38118901-577-2500porterleath.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#002OtherDC-$6.9M - 458 part#501Mixed-$312K - 528 lives

Benefits portfolio analytics

1 plan / $312K premiums / 528 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$281K
  • Short-term disability$281K
  • Long-term disability$281K
  • Other$281K
  • Vision$32K
Total $312K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $312K1 slice

Broker market share

Schedule A broker compensation

Split broker
39%top
  • MARSH & MCLENNAN AGENCY LLC39%
  • MCGRIFF INSURANCE SERVICES INC36%
  • GIS BENEFITS INC25%
Total $75K3 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

PORTER-LEATH 401(K) PLAN

OtherDC

Assets$6.9M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORTER-LEATH EMPLOYEE BENEFITS PLAN

Mixed - EQUITABLE LIFE INSURANCE COMPANY OF AMERICA

Premiums$312K
Covered lives528
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PORTER-LEATH 401(K) PLANOtherDC$6.9M4582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORTER-LEATH EMPLOYEE BENEFITS PLANMixedEQUITABLE LIFE INSURANCE COMPANY OF AMERICA$312K5282025
Retirement plans
Welfare plans
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