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  2. Albert & Mackenzie, LLP
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Albert & Mackenzie, LLP

EIN 82-1962454-law practice-Latest filing 2025
Plans
3
Retirement
2
$50.0M assets
Health & Benefits
1
$4.7M premiums
Participants
1,012
28216 DOROTHY DRIVE, SUITE 200 - AGOURA HILLS, CA 91301818-575-9876albmac.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401(k)-$38.9M - 494 part#002Cash balance-$11.2M - 113 part#502Fully insured-$4.7M - 79,413 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $50.0M assets / 607 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$38.9M
  • CASH BALANCE PENSION (#002)$11.2M
Total $50.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)494
  • CASH BALANCE PENSION (#002)113
Total 607Select a row to open it

Benefits portfolio analytics

1 plan / $4.7M premiums / 79,413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Dental$3.2M
  • Life$297K
  • Short-term disability$297K
  • Long-term disability$297K
  • +2 more
Total $4.7M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$38.9M
Participants494
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ALBERT & MACKENZIE, LLP CASH BALANCE PENSION PLAN

Cash balance

Assets$11.2M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

ALBERT & MACKENZIE HEALTH & WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.7M
Covered lives79,413
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ALBERT & MACKENZIE, LLP 401(K) PROFIT SHARING PLAN401(k)$38.9M4942025
#002ALBERT & MACKENZIE, LLP CASH BALANCE PENSION PLANCash balance$11.2M1132025
  • ALBERT & MACKENZIE, LLP 401(K) PROFIT SHARING PLAN$38.9M
    #001 · 401(k) · 2025494
  • ALBERT & MACKENZIE, LLP CASH BALANCE PENSION PLAN$11.2M
    #002 · Cash balance · 2025113

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502ALBERT & MACKENZIE HEALTH & WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$4.7M79,4132025
  • ALBERT & MACKENZIE HEALTH & WELFARE PLAN$4.7M
    #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 202579,413
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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