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Sponsor portfolio

MINTZER SAROWITZ ZERIS & WILLIS, PLLC

EIN 93-4242766-law practice-Latest filing 2025
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$983K premiums
Participants
292
1500 MARKET STREET CENTRE SQUARE, WEST TOWER, SUITE 4100 - PHILADELPHIA, PA 19102215-735-7200defensecounsel.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$23.5M - 204 part#501Mixed-$983K - 119 lives

Benefits portfolio analytics

1 plan / $983K premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$964K
  • Prescription drug$964K
  • Life$20K
  • Short-term disability$20K
  • Other$20K
Total $983K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
Total $983K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CREATIVE BENEFITS, INC.100%
Total $36K1 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

MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN

401k

Assets$23.5M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MINTZER SAROWITZ ZERIS LEDVA & MEYERS LLP HEALTH WELFARE PLAN

Mixed - HIGHMARK, INC.

Premiums$983K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN401k$23.5M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MINTZER SAROWITZ ZERIS LEDVA & MEYERS LLP HEALTH WELFARE PLANMixedHIGHMARK, INC.$983K1192025
Retirement plans
Welfare plans
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