Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNER & WINTERS, LLP
EIN 73-1388566law practiceLatest filing 2024
Plans
4
Retirement
3
$109.7M assets
Welfare
1
$343K premiums
Participants
420
4100 FIRST PLACE TOWER, 15 E 5TH ST., SUITE 4100 - TULSA, OK 74103918-586-5711cwlaw.comLinkedIn51-200 employeeslaw practice
Retirement portfolio analytics
3 plans aggregated / $109.7M assets / 281 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $343K premiums / 137 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$244K
- Long-term disability$99K
- Other$15K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- METROPOLITAN LIFE INSURANCE COMPANY67%
- LIFE INSURANCE COMPANY OF NORTH AMERICA29%
- HARTFORD LIFE AND ACCIDENT4%
Broker market share
Schedule A broker compensation
67%top
- SUMMIT FINANCIAL GROUP INC.67%
- CETERA ADVISOR NETWORKS LLC19%
- DALE YOUNG14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONNER & WINTERS 401(K) RETIREMENT PLAN
401k
Assets$97.6M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONNER & WINTERS 401(K) SAVINGS PLAN
401k
Assets$6.6M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CONNER & WINTERS PENSION PLAN
CashBalance
Assets$5.5M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
CONNER & WINTERS WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$343K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONNER & WINTERS 401(K) RETIREMENT PLAN | 401k | $97.6M | 117 | 2024 | |
| 002 | CONNER & WINTERS 401(K) SAVINGS PLAN | 401k | $6.6M | 39 | 2024 | |
| 003 | CONNER & WINTERS PENSION PLAN | CashBalance | $5.5M | 125 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | CONNER & WINTERS WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $343K | 137 | 2024 |
Retirement plans
Welfare plans