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Sponsor portfolio

STITES & HARBISON

EIN 61-0680249-law practice-Latest filing 2025
Plans
2
Retirement
1
$183.6M assets
Welfare
1
$917K premiums
Participants
805
400 WEST MARKET STREET, SUITE 1800 - LOUISVILLE, KY 40202502-681-0480stites.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$183.6M - 490 part#505Mixed-$917K - 316 lives

Benefits portfolio analytics

1 plan / $917K premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$525K
  • Long-term disability$525K
  • Other$525K
  • Stop-loss$392K
Total $917K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • HARTFORD LIFE AND ACCIDENT57%
  • COMPANION LIFE INSURANCE COMPANY43%
Total $917K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FOUNDATION RISK PARTNERS CORP100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STITES & HARBISON, PLLC RESTATED SECURITY PLAN I

401k

Assets$183.6M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

STITES & HARBISON EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$917K
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STITES & HARBISON, PLLC RESTATED SECURITY PLAN I401k$183.6M4902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505STITES & HARBISON EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$917K3162025
Retirement plans
Welfare plans
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