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Sponsor portfolio

HALL BOOTH SMITH, P.C.

EIN 58-1852659-law practice-Latest filing 2025
Plans
3
Retirement
1
$93.4M assets
Welfare
2
$717K premiums
Participants
2,016
191 PEACHTREE STREET NE, SUITE 2900 - ATLANTA, GA 30303404-954-5000hallboothsmith.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$93.4M - 1,032 part#503Mixed-$717K - 872 lives#520Self Funded-0 lives

Benefits portfolio analytics

2 plans / $717K premiums / 872 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$636K
  • Long-term disability$502K
  • Other$502K
  • Vision$57K
  • Short-term disability$24K
Total $717K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA92%
  • BLUE CROSS OF CALIFORNIA8%
Total $717K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $87K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HALL BOOTH SMITH PC 401(K) PLAN

401k

Assets$93.4M
Participants1,032
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HALL BOOTH SMITH, P.C. WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$717K
Covered lives872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

HALL BOOTH SMITH, P.C. FLEXIBLE COMPENSATION PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HALL BOOTH SMITH PC 401(K) PLAN401k$93.4M1,0322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HALL BOOTH SMITH, P.C. WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$717K8722025
520HALL BOOTH SMITH, P.C. FLEXIBLE COMPENSATION PLANSelf Funded-$002024
Retirement plans
Welfare plans
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