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CHOATE HALL & STEWART LLP

EIN 04-1175860-law practice-Latest filing 2024
Plans
4
Retirement
3
$378.3M assets
Welfare
1
$10.2M premiums
Participants
1,819
2 INTERNATIONAL PL - BOSTON, MA 021104104617-248-5000choate.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001MoneyPurchase-$178.9M - 501 part#004ProfitSharing-$148.1M - 477 part#005401k-$51.3M - 353 part#501Mixed-$10.2M - 823 lives

Retirement portfolio analytics

3 plans aggregated / $378.3M assets / 1,331 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • PROFIT-SHARING RETIREMENT PLAN (#001)47%
  • TAX DEFERRED Savings (#004)39%
  • PLAN FOR ATTORNEYS (#005)14%
Total $378.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $378.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT-SHARING RETIREMENT PLAN (#001)501
  • TAX DEFERRED Savings (#004)477
  • PLAN FOR ATTORNEYS (#005)353
Total 1,331Click row to drill in

Benefits portfolio analytics

1 plan / $10.2M premiums / 823 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.2M
  • Prescription drug$9.2M
  • Life$954K
  • Other$564K
  • Long-term disability$549K
  • Vision$30K
Total $10.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN0%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.0%
Total $10.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • GALLAGHER BENEFIT SERVICES, INC.73%
  • BROWN AND BROWN OF FLORIDA, INC.13%
  • LINCOLN BENEFITS GROUP7%
  • CANE INSURANCE AGENCY, INC.6%
  • STRATEGIC NON-MEDICAL SOLUTION1%
Total $307K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHOATE, HALL & STEWART LLP PROFIT-SHARING RETIREMENT PLAN

MoneyPurchase

Assets$178.9M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CHOATE, HALL & STEWART LLP TAX DEFERRED SAVINGS PLAN

ProfitSharing

Assets$148.1M
Participants477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

CHOATE, HALL & STEWART LLP TAX DEFERRED SAVINGS PLAN FOR ATTORNEYS

401k

Assets$51.3M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHOATE, HALL & STEWART LLP WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$10.2M
Covered lives823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CHOATE, HALL & STEWART LLP PROFIT-SHARING RETIREMENT PLANMoneyPurchase$178.9M5012024
004CHOATE, HALL & STEWART LLP TAX DEFERRED SAVINGS PLANProfitSharing$148.1M4772024
005CHOATE, HALL & STEWART LLP TAX DEFERRED SAVINGS PLAN FOR ATTORNEYS401k$51.3M3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHOATE, HALL & STEWART LLP WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$10.2M8232024
Retirement plans
Welfare plans
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