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Sponsor portfolio

BELL NUNNALLY & MARTIN LLP

EIN 75-2329880-law practice-Latest filing 2025
Plans
3
Retirement
2
$32.7M assets
Welfare
1
$361K premiums
Participants
359
2323 ROSS AVENUE, SUITE 1900 - DALLAS, TX 75201214-740-1400bellnunnally.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$20.6M - 91 part#002401k-$12.1M - 78 part#504Mixed-$361K - 190 lives

Retirement portfolio analytics

2 plans aggregated / $32.7M assets / 169 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEES RETIREMENT PLAN (#001)63%
  • ATTORNEYS RETIREMENT PLAN (#002)37%
Total $32.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#001)91
  • ATTORNEYS RETIREMENT PLAN (#002)78
Total 169Click row to drill in

Benefits portfolio analytics

1 plan / $361K premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$192K
  • Long-term disability$192K
  • Dental$98K
  • Other$61K
  • Vision$38K
  • Life$28K
Total $361K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA53%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY39%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $361K3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • J S BENEFITS INC65%
  • HOTCHKISS INSURANCE AGENCY, LLC32%
  • GALLAGHER BENEFIT SERVICES, INC.4%
Total $66K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BELL NUNNALLY & MARTIN EMPLOYEES RETIREMENT PLAN

401k

Assets$20.6M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BELL NUNNALLY & MARTIN NON EQUITY ATTORNEYS RETIREMENT PLAN

401k

Assets$12.1M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BELL NUNNALLY & MARTIN L.L.P. WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$361K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BELL NUNNALLY & MARTIN EMPLOYEES RETIREMENT PLAN401k$20.6M912025
002BELL NUNNALLY & MARTIN NON EQUITY ATTORNEYS RETIREMENT PLAN401k$12.1M782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BELL NUNNALLY & MARTIN L.L.P. WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$361K1902025
Retirement plans
Welfare plans
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