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  2. LIGHTFOOT, FRANKLIN & WHITE, LLC
Sponsor portfolio

LIGHTFOOT, FRANKLIN & WHITE, LLC

EIN 63-1015138-law practice-Latest filing 2025
Plans
3
Retirement
2
$93.2M assets
Welfare
1
$2.2M premiums
Participants
273
400 20TH STREET NORTH - BIRMINGHAM, AL 35203205-581-0700lightfootlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$90.9M - 112 part#002401k-$2.3M - 41 part#501Fully Insured-$2.2M - 120 lives

Retirement portfolio analytics

2 plans aggregated / $93.2M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROFIT SHARING PLAN (#001)98%
  • ASSOCIATES' MATCH PLAN (#002)2%
Total $93.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)112
  • ASSOCIATES' MATCH PLAN (#002)41
Total 153Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Health$1.8M
  • Dental$1.8M
  • Prescription drug$1.8M
  • Long-term disability$148K
  • Life$87K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • STANDARD INSURANCE COMPANY11%
  • MWG ADMINISTRATORS8%
  • VISION SERVICE PLAN1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • VALENT GROUP41%
  • MARK HAMBY28%
  • LAKESHORE BENEFIT ALLIANCE LLC16%
  • MORGAN WHITE LIMITED D/B/A MWG BROK11%
  • ALLIANCE ADMINISTRATIVE SERVICES LL3%
  • +2 more
Total $93K7 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

LIGHTFOOT, FRANKLIN & WHITE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$90.9M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LIGHTFOOT, FRANKLIN, & WHITE, LLC ASSOCIATES' MATCH PLAN

401k

Assets$2.3M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIGHTFOOT, FRANKLIN AND WHITE, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.2M
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LIGHTFOOT, FRANKLIN & WHITE, LLC 401(K) PROFIT SHARING PLAN401k$90.9M1122025
002LIGHTFOOT, FRANKLIN, & WHITE, LLC ASSOCIATES' MATCH PLAN401k$2.3M412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIGHTFOOT, FRANKLIN AND WHITE, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.2M1202025
Retirement plans
Welfare plans
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