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Sponsor portfolio

PHELPS DUNBAR, LLP

EIN 72-0358621-law practice-Latest filing 2024
Plans
7
Retirement
1
$294.9M assets
Welfare
6
$1.2M premiums
Participants
1,499
365 CANAL STREET, STE 2000 - NEW ORLEANS, LA 70130504-566-1311phelpsdunbar.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
7 filings
#001401k-$294.9M - 971 part#502Fully Insured-$549K - 690 lives#506Fully Insured-$338K - 520 lives#501Fully Insured-$191K - 528 lives#507Mixed-$77K - 239 lives#503Self Funded-0 lives#520Self Funded-0 lives

Benefits portfolio analytics

6 plans / $1.2M premiums / 1,977 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$549K
  • Dental$338K
  • Vision$338K
  • Other$268K
  • Life$189K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • STANDARD INSURANCE COMPANY71%
  • SUN LIFE ASSURANCE COMPANY OF CANADA29%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • CENTRO BENEFITS RESEARCH LLC8%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $220K3 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

PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN

401k

Assets$294.9M
Participants971
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GROUP LONG TERM DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$549K
Covered lives690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

VOLUNTARY DENTAL/VISION PLAN

Fully Insured - SUN LIFE INSURANCE COMPANY OF CANADA

Premiums$338K
Covered lives520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP LIFE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$191K
Covered lives528
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

CRITICAL ILLNESS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$77K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

PHELPS DUNBAR FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN401k$294.9M9712024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GROUP LONG TERM DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$549K6902024
506VOLUNTARY DENTAL/VISION PLANFully InsuredSUN LIFE INSURANCE COMPANY OF CANADA$338K5202024
501GROUP LIFE PLANFully InsuredSTANDARD INSURANCE COMPANY$191K5282024
507CRITICAL ILLNESS PLANMixedSTANDARD INSURANCE COMPANY$77K2392024
503GROUP HEALTH PLANSelf Funded-$002024
520PHELPS DUNBAR FLEXIBLE SPENDING PLANSelf Funded-$002024
Retirement plans
Welfare plans
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