Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FOLEY HOAG LLP
EIN 04-2150535law practiceLatest filing 2025
Plans
3
Retirement
2
$402.5M assets
Welfare
1
$12.9M premiums
Participants
1,709
155 SEAPORT BOULEVARD - BOSTON, MA 02210617-832-1000foleyhoag.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $402.5M assets / 1,029 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $12.9M premiums / 1,046 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.2M
- Dental$11.2M
- Prescription drug$11.2M
- Life$1.6M
- Long-term disability$1.6M
- Other$1.6M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN
401k
Assets$381.7M
Participants954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
FOLEY HOAG LLP PARTNERS' CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$20.8M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
FOLEY HOAG LLP GROUP BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$12.9M
Covered lives1,046
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | 401k | $381.7M | 954 | 2024 | |
| 006 | FOLEY HOAG LLP PARTNERS' CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $20.8M | 75 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | FOLEY HOAG LLP GROUP BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $12.9M | 1,046 | 2025 |
Retirement plans
Welfare plans