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Sponsor portfolio

WILMER CUTLER PICKERING HALE AND DORR LLP

EIN 04-1409810-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$1.55B assets
Welfare
1
$11.0M premiums
Participants
5,691
60 STATE STREET - BOSTON, MA 02109617-526-6000
Plans on this EIN
3 filings
#004401k-$1.32B - 3,483 part#006TraditionalDB-$230.0M - 355 part#501Mixed-$11.0M - 1,796 lives

Retirement portfolio analytics

2 plans aggregated / $1.55B assets / 3,838 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • AND RETIREMENT PLAN (#004)85%
  • AND DORR LLP (#006)15%
Total $1.55BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY85%
  • (Not disclosed)15%
Total $1.55BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#004)3,483
  • AND DORR LLP (#006)355
Total 3,838Click row to drill in

Benefits portfolio analytics

1 plan / $11.0M premiums / 1,796 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.9M
  • Prescription drug$7.9M
  • Long-term disability$2.2M
  • Other$722K
  • Life$680K
  • Vision$201K
Total $11.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
27%top
  • BLUE CROSS OF CALIFORNIA27%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
  • MEDICAL MUTUAL20%
  • HARVARD PILGRIM HEALTH CARE16%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • +3 more
Total $11.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • AON CONSULTING INC81%
  • CUSTOM BENEFIT PROGRAMS INC15%
  • MATHER & STROHL ADMIN SVC INC4%
Total $287K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WILMER CUTLER PICKERING HALE AND DORR LLP SAVINGS AND RETIREMENT PLAN

401k

Assets$1.32B
Participants3,483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

RETIREMENT PLAN FOR PARTNERS OF WILMER CUTLER PICKERING HALE AND DORR LLP

TraditionalDB

Assets$230.0M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILMER HALE HEALTH & WELFARE PLAN

Mixed - CAREFIRST BLUECHOICE

Premiums$11.0M
Covered lives1,796
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004WILMER CUTLER PICKERING HALE AND DORR LLP SAVINGS AND RETIREMENT PLAN401k$1.32B3,4832025
006RETIREMENT PLAN FOR PARTNERS OF WILMER CUTLER PICKERING HALE AND DORR LLPTraditionalDB$230.0M3552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILMER HALE HEALTH & WELFARE PLANMixedCAREFIRST BLUECHOICE$11.0M1,7962025
Retirement plans
Welfare plans
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