Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.2M
- Vision$1.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Other$2K
Sponsor portfolio
PHELPS DUNBAR. LLP
EIN 72-0358621law practiceLatest filing 2025
Plans
7
Retirement
1
$294.9M assets
Welfare
6
$2.2M premiums
Participants
1,527
365 CANAL STREET, SUITE 2000 - NEW ORLEANS, LA 70130504-566-1311phelpsdunbar.comLinkedIn501-1000 employeeslaw practice
Benefits portfolio analytics
6 plans / $2.2M premiums / 2,005 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- MARSH & MCLENNAN AGENCY LLC0%
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#501
PHELPS DUNBAR LLP HEALTH AND WELFARE PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$1.2M
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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#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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | 401k | $294.9M | 971 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHELPS DUNBAR LLP HEALTH AND WELFARE PLAN | Mixed | STANDARD INSURANCE COMPANY | $1.2M | 556 | 2025 | |
| 502 | GROUP LONG TERM DISABILITY PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $549K | 690 | 2024 | |
| 506 | VOLUNTARY DENTAL/VISION PLAN | Fully Insured | SUN LIFE INSURANCE COMPANY OF CANADA | $338K | 520 | 2024 | |
| 507 | CRITICAL ILLNESS PLAN | Mixed | STANDARD INSURANCE COMPANY | $77K | 239 | 2024 | |
| 503 | GROUP HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 520 | PHELPS DUNBAR FLEXIBLE SPENDING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans