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Sponsor portfolio

LEGAL SERVICES ALABAMA, INC.

EIN 63-0743038-legal services-Latest filing 2025
Plans
5
Retirement
3
$3.1M assets
Welfare
2
$3.2M premiums
Participants
310
PO BOX 20787 - MONTGOMERY, AL 361200787334-241-8687legalservicesalabama.orgLinkedIn51-200 employeeslegal services
Plans on this EIN
5 filings
#003401k-$2.4M - 156 part#002OtherDC-$358K - 35 part#001TraditionalDB-$337K - 5 part#504Fully Insured-$1.7M - 166 lives#501Fully Insured-$1.6M - 1,727 lives

Retirement portfolio analytics

3 plans aggregated / $3.1M assets / 196 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • ALABAMA, INC. 401(K) (#003)77%
  • 403(B) THRIFT PLAN (#002)12%
  • INSURANCE ANNUITY PLAN (#001)11%
Total $3.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • MUTUAL OF AMERICA SEC. CORP LLC77%
  • (Not disclosed)23%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALABAMA, INC. 401(K) (#003)156
  • 403(B) THRIFT PLAN (#002)35
  • INSURANCE ANNUITY PLAN (#001)5
Total 196Click row to drill in

Benefits portfolio analytics

2 plans / $3.2M premiums / 1,893 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Life$70K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
  • USABLE LIFE1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABLE BENEFIT SOLUTIONS100%
Total $13K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LEGAL SERVICES ALABAMA, INC. 401(K) PLAN

401k

Assets$2.4M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEGAL SERVICES ALABAMA, INC. 403(B) THRIFT PLAN

OtherDC

Assets$358K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEGAL SERVICES ALABAMA, INC. LIFE INSURANCE ANNUITY PLAN

TraditionalDB

Assets$337K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

LEGAL SERVICES ALABAMA, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.7M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LEGAL SERVICES ALABAMA, INC. PREMIUM ONLY PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.6M
Covered lives1,727
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003LEGAL SERVICES ALABAMA, INC. 401(K) PLAN401k$2.4M1562024
002LEGAL SERVICES ALABAMA, INC. 403(B) THRIFT PLANOtherDC$358K352024
001LEGAL SERVICES ALABAMA, INC. LIFE INSURANCE ANNUITY PLANTraditionalDB$337K52025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504LEGAL SERVICES ALABAMA, INC. HEALTH & WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.7M1662025
501LEGAL SERVICES ALABAMA, INC. PREMIUM ONLY PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.6M1,7272024
Retirement plans
Welfare plans
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