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  2. FENNEMORE CRAIG P.C.
Sponsor portfolioTH

FENNEMORE CRAIG P.C.

EIN 86-0293128-law practice-Latest filing 2024
Plans
5
Retirement
2
$276.4M assets
Welfare
3
$3.9M premiums
Participants
2,965
2394 E CAMELBACK RD STE 600 - PHOENIX, AZ 850169077602-916-5273fennemorelaw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
5 filings
#001401k-$265.9M - 759 part#003401k-$10.6M - 183 part#501Fully Insured-$2.3M - 687 lives#502Mixed-$1.6M - 646 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $276.4M assets / 942 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • DIRECTORS AND STAFF (#001)96%
  • AND OF COUNSEL (#003)4%
Total $276.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • THE VANGUARD GROUP, INC.96%
  • (Not disclosed)4%
Total $276.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DIRECTORS AND STAFF (#001)759
  • AND OF COUNSEL (#003)183
Total 942Click row to drill in

Benefits portfolio analytics

3 plans / $3.9M premiums / 1,333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Long-term disability$909K
  • Health$877K
  • Life$490K
  • Other$190K
  • Vision$66K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY36%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA23%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +1 more
Total $3.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $163K1 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

FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS AND STAFF

401k

Assets$265.9M
Participants759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FENNEMORE CRAIG 401(K) PLAN FOR ASSOCIATES AND OF COUNSEL

401k

Assets$10.6M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FENNEMORE CRAIG, P.C. MEDICAL AND EAP PLAN

Fully Insured - CIGNA HEALTHCARE

Premiums$2.3M
Covered lives687
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FENNEMORE CRAIG, P.C. INSURED WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.6M
Covered lives646
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FENNEMORE CRAIG, P.C. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS AND STAFF401k$265.9M7592024
003FENNEMORE CRAIG 401(K) PLAN FOR ASSOCIATES AND OF COUNSEL401k$10.6M1832024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FENNEMORE CRAIG, P.C. MEDICAL AND EAP PLANFully InsuredCIGNA HEALTHCARE$2.3M6872024
502FENNEMORE CRAIG, P.C. INSURED WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.6M6462024
503FENNEMORE CRAIG, P.C. SEVERANCE PLANSelf Funded-$002024
Retirement plans
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