Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAMS AND REESE LLP
EIN 72-0424362Latest filing 2025
Plans
7
Retirement
3
$281.8M assets
Welfare
4
$7.5M premiums
Participants
2,895
Retirement portfolio analytics
3 plans aggregated / $281.8M assets / 809 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- CHARLES SCHWAB & CO., INC.93%
- (Not disclosed)7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $7.5M premiums / 2,441 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.6M
- Health$6.0M
- Dental$6.0M
- Prescription drug$6.0M
- Life$673K
- Long-term disability$642K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
- SECURIAN LIFE INSURANCE COMPANY9%
- VISION SERVICE PLAN1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
88%top
- GALLAGHER BENEFIT SERVICES, INC.88%
- AON CONSULTING INC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$261.5M
Participants594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ADAMS AND REESE LLP GROUP PENSION PLAN III
CashBalance
Assets$17.9M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ADAMS AND REESE LLP ASSOCIATE 401(K) PLAN
401k
Assets$2.3M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
ADAMS AND REESE LLP FLEXIBLE BENEFIT PLAN
Fully Insured - BLUE CROSS & BLUE SHIELD OF ALABAMA
Premiums$6.0M
Covered lives787
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
ADAMS AND REESE LLP WELFARE BENEFIT PLAN LTD/STD
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$786K
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
ADAMS AND REESE LLP WELFARE BENEFIT PLAN LIFE & AD&D
Fully Insured - MINNESOTA LIFE INSURANCE COMPANY
Premiums$673K
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
ADAMS AND REESE LLP GROUP TRAVEL AD&D PLAN
Fully Insured - FEDERAL INSURANCE COMPANY
Premiums$15K
Covered lives562
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $261.5M | 594 | 2024 | |
| 005 | ADAMS AND REESE LLP GROUP PENSION PLAN III | CashBalance | $17.9M | 136 | 2024 | |
| 003 | ADAMS AND REESE LLP ASSOCIATE 401(K) PLAN | 401k | $2.3M | 79 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | ADAMS AND REESE LLP FLEXIBLE BENEFIT PLAN | Fully Insured | BLUE CROSS & BLUE SHIELD OF ALABAMA | $6.0M | 787 | 2025 | |
| 510 | ADAMS AND REESE LLP WELFARE BENEFIT PLAN LTD/STD | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $786K | 546 | 2025 | |
| 509 | ADAMS AND REESE LLP WELFARE BENEFIT PLAN LIFE & AD&D | Fully Insured | MINNESOTA LIFE INSURANCE COMPANY | $673K | 546 | 2025 | |
| 507 | ADAMS AND REESE LLP GROUP TRAVEL AD&D PLAN | Fully Insured | FEDERAL INSURANCE COMPANY | $15K | 562 | 2025 |
Retirement plans
Welfare plans