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  2. MAYNARD NEXSEN, PC
Sponsor portfolioTH

MAYNARD NEXSEN, PC

EIN 63-0864426-law practice-Latest filing 2024
Plans
4
Retirement
3
$477.5M assets
Welfare
1
$1.5M premiums
Participants
2,345
1901 6TH AVE. N SUITE 1700 - BIRMINGHAM, AL 352032629803-540-2084maynardcooper.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$409.8M - 1,023 part#004CashBalance-$57.0M - 145 part#005401k-$10.8M - 242 part#509Mixed-$1.5M - 1,291 lives

Retirement portfolio analytics

3 plans aggregated / $477.5M assets / 1,410 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN & TRUST (#002)86%
  • NEXSEN, PC PENSION (#004)12%
  • PLAN & TRUST (#005)2%
Total $477.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE88%
  • (Not disclosed)12%
Total $477.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)1,023
  • PLAN & TRUST (#005)242
  • NEXSEN, PC PENSION (#004)145
Total 1,410Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$816K
  • Other$816K
  • Long-term disability$595K
  • Vision$90K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA54%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA40%
  • VISION SERVICE PLAN6%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • AON CONSULTING INC61%
  • VALENT GROUP39%
  • IMG0%
Total $31K3 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

MAYNARD NEXSEN, PC 401(K) PLAN & TRUST

401k

Assets$409.8M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MAYNARD NEXSEN, PC PENSION PLAN

CashBalance

Assets$57.0M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

MAYNARD NEXSEN, PC ASSOCIATES 401(K) PLAN & TRUST

401k

Assets$10.8M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

MAYNARD NEXSEN PC HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives1,291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002MAYNARD NEXSEN, PC 401(K) PLAN & TRUST401k$409.8M1,0232024
004MAYNARD NEXSEN, PC PENSION PLANCashBalance$57.0M1452024
005MAYNARD NEXSEN, PC ASSOCIATES 401(K) PLAN & TRUST401k$10.8M2422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509MAYNARD NEXSEN PC HEALTH AND WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.5M1,2912024
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