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Sponsor portfolio

RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION

EIN 59-2089901-legal services-Latest filing 2025
Plans
2
Retirement
1
$102.9M assets
Welfare
1
$3.0M premiums
Participants
494
300 SOUTH ORANGE AVENUE, SUITE 1400 - ORLANDO, FL 32801407-872-7300LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#026401k-$102.9M - 275 part#501Fully Insured-$3.0M - 215 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Life$2.3M
  • Dental$2.2M
  • Vision$2.2M
  • Other$287K
  • Long-term disability$280K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNITEDHEALTHCARE INSURANCE COMPANY74%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • BLUE CROSS OF CALIFORNIA8%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY7%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MCGRIFF INSURANCE SERVICES INC77%
  • AP BENEFIT ADVISORS, LLC15%
  • CHARLES COOK4%
  • BB&T INSURANCE SERVICES, INC.4%
Total $117K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#026

RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN

401k

Assets$102.9M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RUMBERGER, KIRK & CALDWELL HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
026RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN401k$102.9M2752025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RUMBERGER, KIRK & CALDWELL HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.0M2152024
Retirement plans
Welfare plans
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