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Sponsor portfolio

FROST BROWN TODD LLP

EIN 61-0722001-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
3
$541.7M assets
Welfare
1
$4.3M premiums
Participants
2,758
400 WEST MARKET STREET, SUITE 3200 - LOUISVILLE, KY 40202502-779-8413
Plans on this EIN
4 filings
#001401k-$329.9M - 876 part#005401k-$179.0M - 565 part#004CashBalance-$32.7M - 205 part#505Fully Insured-$4.3M - 1,600 lives

Retirement portfolio analytics

3 plans aggregated / $541.7M assets / 1,646 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • LLP RETIREMENT Savings (#001)61%
  • FOR ASSOCIATED LAWYERS (#005)33%
  • CASH BALANCE PENSION (#004)6%
Total $541.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • T ROWE PRICE RPS INC94%
  • (Not disclosed)6%
Total $541.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT Savings (#001)876
  • FOR ASSOCIATED LAWYERS (#005)565
  • CASH BALANCE PENSION (#004)205
Total 1,646Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 1,600 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.4M
  • Vision$1.3M
  • Stop-loss$1.3M
  • Life$812K
  • Dental$456K
  • Other$395K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
32%top
  • NORTHWESTERN MUTUAL32%
  • ANTHEM LIFE INSURANCE COMPANY30%
  • STANDARD INSURANCE COMPANY18%
  • DELTA DENTAL OF CALIFORNIA11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • +3 more
Total $4.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • MCGRIFF INSURANCE SERVICES INC57%
  • CENTERSTONE INSURANCE AND FINANCIAL15%
  • MARSH & MCLENNAN AGENCY LLC14%
  • HUGH G HINES6%
  • MICHAEL TROUT4%
  • +3 more
Total $179K8 slices

Plan deep-dives

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

FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN

401k

Assets$329.9M
Participants876
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN FOR ASSOCIATED LAWYERS

401k

Assets$179.0M
Participants565
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FROST BROWN TODD LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$32.7M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

FROST BROWN TODD LLP WELFARE BENEFITS PLAN

Fully Insured - NORTHWESTERN MUTUAL

Premiums$4.3M
Covered lives1,600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN401k$329.9M8762024
005FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN FOR ASSOCIATED LAWYERS401k$179.0M5652024
004FROST BROWN TODD LLP CASH BALANCE PENSION PLANCashBalance$32.7M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505FROST BROWN TODD LLP WELFARE BENEFITS PLANFully InsuredNORTHWESTERN MUTUAL$4.3M1,6002024
Retirement plans
Welfare plans
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