Phelps Dunbar, LLP
EIN 72-0358621NEW ORLEANS, LA
Phelps Dunbar, LLP (EIN 72-0358621) has filed 7 Form 5500 plans with the U.S. Department of Labor, covering $294.9M in plan assets and 1,283 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
7
Participants
1,283
Total assets
$294.9M
A Phelps Dunbar, LLP employee? See the Phelps Dunbar, LLP 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 72-0358621
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Phelps Dunbar, LLP Savings and Retirement Plan | 001 | 727 | $294.9M |
| Phelps Dunbar LLP Health and Welfare Plan | 501 | 556 | $0 |
| Group Long TERM Disability Plan | 502 | 0 | $0 |
| Critical Illness Plan | 507 | 0 | $0 |
| Phelps Dunbar Flexible Spending Plan | 520 | 0 | $0 |
| Group Health Plan | 503 | 0 | $0 |
| Voluntary Dental/Vision Plan | 506 | 0 | $0 |
Service providers reported by Phelps Dunbar, LLP
WAVERLY ADVISORSHARDY REEDFIDELITY INVESTMENTS INSTITUTIONALCREATIVE PLANNINGSTRATEGIC ADVISORSMILLIMANNEWEDGE ADVISORS
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
72-0358621 is the Employer Identification Number (EIN) Phelps Dunbar, LLP reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Louisiana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?