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Sponsor portfolio

ALBERT & MACKENZIE, LLP

EIN 82-1962454-law practice-Latest filing 2024
Plans
3
Retirement
2
$37.6M assets
Welfare
1
$4.4M premiums
Participants
929
28216 DOROTHY DRIVE, SUITE 200 - AGOURA HILLS, CA 91301818-575-9876albmac.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$28.3M - 451 part#002CashBalance-$9.3M - 111 part#502Fully Insured-$4.4M - 367 lives

Retirement portfolio analytics

2 plans aggregated / $37.6M assets / 562 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PROFIT SHARING PLAN (#001)75%
  • CASH BALANCE PENSION (#002)25%
Total $37.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)451
  • CASH BALANCE PENSION (#002)111
Total 562Click row to drill in

Benefits portfolio analytics

1 plan / $4.4M premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Dental$3.1M
  • Life$295K
  • Other$295K
  • Short-term disability$266K
  • +2 more
Total $4.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • ANTHEM LIFE INSURANCE COMPANY72%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CLEARPATH BENEFIT ADVISORS LLC100%
Total $228K1 slice

Plan deep-dives

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

ALBERT & MACKENZIE, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$28.3M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALBERT & MACKENZIE, LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$9.3M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALBERT & MACKENZIE HEALTH & WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$4.4M
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALBERT & MACKENZIE, LLP 401(K) PROFIT SHARING PLAN401k$28.3M4512024
002ALBERT & MACKENZIE, LLP CASH BALANCE PENSION PLANCashBalance$9.3M1112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALBERT & MACKENZIE HEALTH & WELFARE PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$4.4M3672024
Retirement plans
Welfare plans
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