Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	MCKOOL SMITH, A PROFESSIONAL CORPORATION, WELFARE BENEFIT PLAN	Fully Insured	BLUECROSS BLUESHIELD OF TEXAS	$5.8M	500	2024
001	MCKOOL SMITH 401(K) SAVINGS PLAN	Self Funded	-	$0	0	2024
501	MCKOOL SMITH, A PROFESSIONAL CORPORATION, FLEXIBLE BENEFITS PLAN	Self Funded	-	$0	0	2024

Retirement plans

Welfare plans

Sponsor portfolio

MCKOOL SMITH, A PROFESSIONAL CORPORATION

EIN 75-2388013legal servicesLatest filing 2025

Plans

Retirement

$117.8M assets

Welfare

$5.8M premiums

Participants

1,110

300 CRESCENT COURT, SUITE 1500 - DALLAS, TX 75201214-978-4000LinkedIn11-50 employeeslegal services

Plans on this EIN

4 filings

#001401k-$117.8M - 392 part #502Fully Insured-$5.8M - 500 lives #001Self Funded-0 lives #501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $5.8M premiums / 500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$5.0M
Life$570K
Short-term disability$479K
Long-term disability$479K
Other$476K
Dental$187K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

BLUE CROSS OF CALIFORNIA90%
PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY2%
DEARBORN LIFE INSURANCE COMPANY1%
UNUM LIFE INSURANCE COMPANY OF AMERICA0%
+3 more

Broker market share

Schedule A broker compensation

Split broker

100%top

LOCKTON COMPANIES, LLC100%
THE MEISENBACH COMPANY0%
ASSUREDPARTNERS0%
IMG0%

Plan deep-dives

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

Retirement#001

MCKOOL SMITH 401(K) SAVINGS PLAN

401k

Assets$117.8M

Participants392

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502