Assets by plan
Share of aggregate retirement assets
Filings through .
McGlinchey Stafford, PLLC
EIN 72-0788124Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
11
Retirement
2
$128.8M assets
Health & Benefits
9
$348K premiums
Participants
3,514
601 POYDRAS ST., 12TH FLOOR - NEW ORLEANS, LA 70130504-586-1200
Plans on this EIN
11 filings#018401(k)-$121.7M - 412 part#019401(k)-$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+5 more plans
Health & Benefits portfolio - carriers, brokers and premium across this company's 9 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $128.8M assets / 508 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CHARLES SCHWAB & CO., INC.$121.7M
- (Not disclosed)$7.1M
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#018
MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN
401(k)
Assets$121.7M
Participants412
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#019
MCGLINCHEY STAFFORD ASSOCIATES' 401(K) PROFIT SHARING PLAN
401(k)
Assets$7.1M
Participants96
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507
MCGLINCHEY STAFFORD DENTAL INSURANCE PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$215K
Covered lives791
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
MCGLINCHEY STAFFORD LONG TERM DISABILITY PLAN
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$34K
Covered lives22
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511
MCGLINCHEY STAFFORD LONG TERM CARE INSURANCE CORE PLAN
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$34K
Covered lives22
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508
MCGLINCHEY STAFFORD STAFF SHORT TERM DISABILITY PLAN
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$34K
Covered lives63
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
MCGLINCHEY STAFFORD VISION INSURANCE PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$32K
Covered lives791
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
MCGLINCHEY STAFFORD FLEXIBLE BENEFITS PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
MCGLINCHEY STAFFORD GROUP INSURANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
MCGLINCHEY STAFFORD GROUP LIFE & AD&D PLAN
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509
MCGLINCHEY STAFFORD EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #018 | MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | 401(k) | $121.7M | 412 | 2024 |
| #019 | MCGLINCHEY STAFFORD ASSOCIATES' 401(K) PROFIT SHARING PLAN | 401(k) | $7.1M | 96 | 2024 |
- #018 · 401(k) · 2024412
- #019 · 401(k) · 202496
Health & Benefits plans
9 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | MCGLINCHEY STAFFORD DENTAL INSURANCE PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $215K | 791 | 2024 |
| #505 | MCGLINCHEY STAFFORD LONG TERM DISABILITY PLAN | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $34K | 22 | 2024 |
| #511 | MCGLINCHEY STAFFORD LONG TERM CARE INSURANCE CORE PLAN | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $34K | 22 | 2024 |
| #508 | MCGLINCHEY STAFFORD STAFF SHORT TERM DISABILITY PLAN | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $34K | 63 | 2024 |
| #510 | MCGLINCHEY STAFFORD VISION INSURANCE PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $32K | 791 | 2024 |
| #502 | MCGLINCHEY STAFFORD FLEXIBLE BENEFITS PLAN | Self-funded | - | $0 | 0 | 2024 |
| #503 | MCGLINCHEY STAFFORD GROUP INSURANCE PLAN | Self-funded | - | $0 | 0 | 2024 |
| #504 | MCGLINCHEY STAFFORD GROUP LIFE & AD&D PLAN | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | 0 | 2024 |
| #509 | MCGLINCHEY STAFFORD EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 |
- #507 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2024791
- #505 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 202422
- #511 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 202422
- #508 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 202463
- #510 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2024791
- #502 · Self-funded · 20240
- #503 · Self-funded · 20240
- #504 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 20240
- #509 · Unknown · 20240
Retirement plans
Health & Benefits plans