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Sponsor portfolio

MOTLEY RICE LLC

EIN 75-3051732-law practice-Latest filing 2025
Plans
2
Retirement
1
$118.8M assets
Welfare
1
$519K premiums
Participants
755
28 BRIDGESIDE BOULEVARD - MOUNT PLEASANT, SC 29464843-216-9212motleyrice.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#003401k-$118.8M - 415 part#501Mixed-$519K - 373 lives

Benefits portfolio analytics

1 plan / $519K premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$480K
  • Life$436K
  • Long-term disability$397K
Total $519K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA93%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY7%
Total $519K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GALLAGHER BENEFIT SERVICES, INC.90%
  • D.L. DAVIS & COMPANY INC.3%
  • TRIAD BENEFITS GROUP INC2%
  • JAMES J PHARES2%
  • BENEFIT COUNT I, INC.2%
  • +3 more
Total $63K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$118.8M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP INSURANCE PLAN FOR EMPLOYEES OF MOTLEY RICE LLC

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$519K
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN401k$118.8M4152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP INSURANCE PLAN FOR EMPLOYEES OF MOTLEY RICE LLCMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$519K3732025
Retirement plans
Welfare plans
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