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Sponsor portfolio

MULLEN & FILIPPI, LLP

EIN 94-1125789-law practice-Latest filing 2024
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$2.0M premiums
Participants
350
1435 RIVER PARK DRIVE, SUITE 300 - SACRAMENTO, CA 95815916-492-8020mulfil.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$20.5M - 224 part#501Mixed-$2.0M - 131 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$117K
  • Life$91K
  • Short-term disability$66K
  • Long-term disability$66K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CALIFORNIA PHYSICIANS SERVICE53%
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN0%
  • +1 more
Total $2.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $91K1 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

MULLEN & FILIPPI 401(K) PROFIT SHARING PLAN

401k

Assets$20.5M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MULLEN & FILIPPI WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS' SERVICE

Premiums$2.0M
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MULLEN & FILIPPI 401(K) PROFIT SHARING PLAN401k$20.5M2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MULLEN & FILIPPI WELFARE PLANMixedCALIFORNIA PHYSICIANS' SERVICE$2.0M1312024
Retirement plans
Welfare plans
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