Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BURR & FORMAN LLP
EIN 63-0322727law practiceLatest filing 2024
Plans
4
Retirement
3
$421.4M assets
Welfare
1
$1.5M premiums
Participants
1,815
420 NORTH 20TH ST SUITE 3400 - BIRMINGHAM, AL 35203205-251-3000burr.comLinkedIn201-500 employeeslaw practice
Retirement portfolio analytics
3 plans aggregated / $421.4M assets / 1,136 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
95%top
- GREAT-WEST LIFE & ANNUITY INSURANCE95%
- (Not disclosed)5%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 679 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Life$1.4M
- Short-term disability$1.4M
- Long-term disability$1.4M
- Vision$56K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA95%
- VISION SERVICE PLAN4%
- AMERICAN BEHAVIORAL BENEFITS MANAGERS, LLC1%
Broker market share
Schedule A broker compensation
100%top
- COBBS ALLEN & HALL INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BURR & FORMAN LLP PROFIT SHARING PLAN
401k
Assets$399.4M
Participants808
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BURR & FORMAN LLP CASH BALANCE PLAN
CashBalance
Assets$16.2M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BURR & FORMAN LLP EMPLOYEES' 401(K) PLAN
401k
Assets$5.7M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BURR & FORMAN LLP EMPLOYEE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.5M
Covered lives679
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BURR & FORMAN LLP PROFIT SHARING PLAN | 401k | $399.4M | 808 | 2024 | |
| 004 | BURR & FORMAN LLP CASH BALANCE PLAN | CashBalance | $16.2M | 159 | 2024 | |
| 003 | BURR & FORMAN LLP EMPLOYEES' 401(K) PLAN | 401k | $5.7M | 169 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BURR & FORMAN LLP EMPLOYEE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.5M | 679 | 2024 |
Retirement plans
Welfare plans