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Sponsor portfolio

BILZIN SUMBERG BAENA PRICE & AXELROD LLP

EIN 65-0801626-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$73.8M assets
Welfare
1
$3.5M premiums
Participants
497
1450 BRICKELL AVENUE, 23RD FLOOR - MIAMI, FL 33131305-374-7580
Plans on this EIN
3 filings
#001401k-$57.4M - 179 part#002401k-$16.4M - 108 part#502Fully Insured-$3.5M - 202 lives

Retirement portfolio analytics

2 plans aggregated / $73.8M assets / 287 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • 401(K) PLAN I (#001)78%
  • 401(K) PLAN II (#002)22%
Total $73.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN I (#001)179
  • 401(K) PLAN II (#002)108
Total 287Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Vision$2.7M
  • Other$650K
  • Life$550K
  • Long-term disability$477K
Total $3.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • NFP INSURANCE SERVICES INC63%
  • MARSH & MCLENNAN AGENCY LLC37%
Total $186K2 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

BSBP&A LLP 401(K) PLAN I

401k

Assets$57.4M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BSBP&A LLP 401(K) PLAN II

401k

Assets$16.4M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BILZIN SUMBERG BAENA PRICE & AXELROD LLP WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.5M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BSBP&A LLP 401(K) PLAN I401k$57.4M1792024
002BSBP&A LLP 401(K) PLAN II401k$16.4M1082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BILZIN SUMBERG BAENA PRICE & AXELROD LLP WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.5M2022025
Retirement plans
Welfare plans
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