Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolioTH
HOLLAND & KNIGHT LLP
EIN 59-0663819law practiceLatest filing 2024
Plans
3
Retirement
2
$2.20B assets
Welfare
1
$8.6M premiums
Participants
9,867
524 GRAND REGENCY BLVD - BRANDON, FL 33510813-769-4382hklaw.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.20B assets / 6,125 participantsParticipants by plan
Active + retired + deferred vested
- PLAN & TRUST (#001)5,258
Benefits portfolio analytics
1 plan / $8.6M premiums / 3,716 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$2.9M
- Life$2.5M
- Stop-loss$2.1M
- Other$1.1M
Carrier market share
Premium dollars by Schedule A carrier
44%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA44%
- SECURIAN LIFE INSURANCE COMPANY31%
- COMBINED INSURANCE COMPANY OF AMERICA25%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
53%top
- MERCER HEALTH AND BENEFITS, LLC53%
- PECK FINANCIAL SERVICES INC47%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOLLAND AND KNIGHT PROFIT SHARING PLAN & TRUST
401k
Assets$1.98B
Participants5,258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
HOLLAND & KNIGHT CASH BALANCE PLAN - 2019
CashBalance
Assets$216.5M
Participants867
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
HOLLAND & KNIGHT EMPLOYEE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$8.6M
Covered lives3,716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLLAND AND KNIGHT PROFIT SHARING PLAN & TRUST | 401k | $1.98B | 5,258 | 2024 | |
| 005 | HOLLAND & KNIGHT CASH BALANCE PLAN - 2019 | CashBalance | $216.5M | 867 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | HOLLAND & KNIGHT EMPLOYEE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8.6M | 3,716 | 2024 |
Retirement plans
Welfare plans