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MCGLINCHEY STAFFORD, PLLC

EIN 72-0788124-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
11
Retirement
2
$128.8M assets
Welfare
9
$348K premiums
Participants
3,514
601 POYDRAS ST., 12TH FLOOR - NEW ORLEANS, LA 70130504-586-1200
Plans on this EIN
11 filings
#018401k-$121.7M - 412 part#019401k-$7.1M - 96 part#507Fully Insured-$215K - 791 lives#505Fully Insured-$34K - 22 lives#511Fully Insured-$34K - 22 lives#508Fully Insured-$34K - 63 lives#510Fully Insured-$32K - 791 lives#502Self Funded-0 lives#503Self Funded-0 lives#504Fully Insured-0 lives#509Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $128.8M assets / 508 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PLLC RETIREMENT Savings (#018)95%
  • PROFIT SHARING PLAN (#019)5%
Total $128.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • CHARLES SCHWAB & CO., INC.95%
  • (Not disclosed)5%
Total $128.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC RETIREMENT Savings (#018)412
  • PROFIT SHARING PLAN (#019)96
Total 508Click row to drill in

Benefits portfolio analytics

9 plans / $348K premiums / 1,689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$215K
  • Long-term disability$34K
  • Other$34K
  • Short-term disability$34K
  • Vision$32K
Total $348K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • METROPOLITAN LIFE INSURANCE COMPANY71%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA29%
Total $348K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • IMG0%
Total $46K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#018

MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN

401k

Assets$121.7M
Participants412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

MCGLINCHEY STAFFORD ASSOCIATES' 401(K) PROFIT SHARING PLAN

401k

Assets$7.1M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

MCGLINCHEY STAFFORD DENTAL INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$215K
Covered lives791
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MCGLINCHEY STAFFORD LONG TERM DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$34K
Covered lives22
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

MCGLINCHEY STAFFORD LONG TERM CARE INSURANCE CORE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$34K
Covered lives22
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

MCGLINCHEY STAFFORD STAFF SHORT TERM DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$34K
Covered lives63
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

MCGLINCHEY STAFFORD VISION INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$32K
Covered lives791
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MCGLINCHEY STAFFORD FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MCGLINCHEY STAFFORD GROUP INSURANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MCGLINCHEY STAFFORD GROUP LIFE & AD&D PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

MCGLINCHEY STAFFORD EMPLOYEE ASSISTANCE PLAN

Unknown

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
018MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN401k$121.7M4122024
019MCGLINCHEY STAFFORD ASSOCIATES' 401(K) PROFIT SHARING PLAN401k$7.1M962024

Welfare plans9

Plan #NameFundingCarrierPremiumsCoveredLatest year
507MCGLINCHEY STAFFORD DENTAL INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$215K7912024
505MCGLINCHEY STAFFORD LONG TERM DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$34K222024
511MCGLINCHEY STAFFORD LONG TERM CARE INSURANCE CORE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$34K222024
508MCGLINCHEY STAFFORD STAFF SHORT TERM DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$34K632024
510MCGLINCHEY STAFFORD VISION INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$32K7912024
502MCGLINCHEY STAFFORD FLEXIBLE BENEFITS PLANSelf Funded-$002024
503MCGLINCHEY STAFFORD GROUP INSURANCE PLANSelf Funded-$002024
504MCGLINCHEY STAFFORD GROUP LIFE & AD&D PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$002024
509MCGLINCHEY STAFFORD EMPLOYEE ASSISTANCE PLANUnknown-$002024
Retirement plans
Welfare plans
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