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Sponsor portfolio

STARNES DAVIS FLORIE LLP

EIN 63-0685284-legal services-Latest filing 2025
Plans
3
Retirement
2
$68.4M assets
Welfare
1
$448K premiums
Participants
303
100 BROOKWOOD PLACE, 7TH FLOOR - BIRMINGHAM, AL 35209205-868-6000starneslaw.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#002401k-$65.1M - 134 part#003CashBalance-$3.3M - 59 part#510Mixed-$448K - 160 lives

Retirement portfolio analytics

2 plans aggregated / $68.4M assets / 193 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#002)95%
  • CASH BALANCE PLAN (#003)5%
Total $68.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • CHARLES SCHWAB & CO., INC.95%
  • (Not disclosed)5%
Total $68.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)134
  • CASH BALANCE PLAN (#003)59
Total 193Click row to drill in

Benefits portfolio analytics

1 plan / $448K premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$361K
  • Short-term disability$244K
  • Other$244K
  • Life$232K
  • Dental$53K
  • Vision$18K
Total $448K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA52%
  • STANDARD INSURANCE COMPANY29%
  • BLUE CROSS OF CALIFORNIA12%
  • VISION SERVICE PLAN4%
  • AFLAC3%
  • +1 more
Total $448K6 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • IMA, INC.36%
  • DISABILITY INSURANCE SVCS INC34%
  • KELLY MCDOWELL HOLBERT18%
  • VALENT GROUP3%
  • LION STREET FINANCIAL LLC3%
  • +3 more
Total $49K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN

401k

Assets$65.1M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STARNES DAVIS FLORIE LLP CASH BALANCE PLAN

CashBalance

Assets$3.3M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

STARNES DAVIS FLORIE LLP EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$448K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN401k$65.1M1342024
003STARNES DAVIS FLORIE LLP CASH BALANCE PLANCashBalance$3.3M592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510STARNES DAVIS FLORIE LLP EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$448K1602025
Retirement plans
Welfare plans
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