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Sponsor portfolio

THE MILLER-CLAPPERTON PARTNERSHIP, INC.

EIN 58-1471374-Latest filing 2025
Plans
3
Retirement
2
$15.7M assets
Welfare
1
$1.5M premiums
Participants
480
8050 TROON CIRCLE - AUSTELL, GA 30168770-941-8281
Plans on this EIN
3 filings
#002ESOP-$8.0M - 149 part#001401k-$7.7M - 186 part#501Fully Insured-$1.5M - 200 lives

Retirement portfolio analytics

2 plans aggregated / $15.7M assets / 335 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • EMPLOYEE STOCK OWNERSHIP (#002)51%
  • 401(K) RETIREMENT PLAN (#001)49%
Total $15.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • (Not disclosed)51%
  • T ROWE PRICE RPS INC49%
Total $15.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)186
  • EMPLOYEE STOCK OWNERSHIP (#002)149
Total 335Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$827K
  • Dental$555K
  • Other$57K
  • Life$34K
  • Long-term disability$23K
  • Short-term disability$20K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE1%
  • ESPYR0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • FALLON BENEFITS GROUP INC.85%
  • FORESTER BENEFITS MANAGEMENT LLC7%
  • NFP INSURANCE SERVICES INC7%
Total $78K3 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

THE MILLER-CLAPPERTON PARTNERSHIP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.0M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN

401k

Assets$7.7M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MILLER-CLAPPERTON PARTNERSHIP, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE MILLER-CLAPPERTON PARTNERSHIP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$8.0M1492024
001THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN401k$7.7M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MILLER-CLAPPERTON PARTNERSHIP, INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2002025
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