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ROPES & GRAY LLP

EIN 04-2233412-Latest filing 2025
Plans
5
Retirement
3
$1.87B assets
Welfare
2
$7.4M premiums
Participants
10,035
PRUDENTIAL TOWER, 800 BOYLSTON STREET - BOSTON, MA 02199617-951-7000
Plans on this EIN
5 filings
#007401k-$1.37B - 4,579 part#067TraditionalDB-$251.5M - 387 part#002TraditionalDB-$247.7M - 1,726 part#512Mixed-$7.4M - 3,834 lives#511Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.87B assets / 6,692 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • LLP RETIREMENT Savings (#007)73%
  • RETIREMENT SHARES PLAN (#067)13%
  • GRAY LLP PENSION (#002)13%
Total $1.87BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE73%
  • (Not disclosed)27%
Total $1.87BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT Savings (#007)4,579
  • GRAY LLP PENSION (#002)1,726
  • RETIREMENT SHARES PLAN (#067)387
Total 6,692Click row to drill in

Benefits portfolio analytics

2 plans / $7.4M premiums / 3,834 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.0M
  • Life$6.6M
  • Long-term disability$6.6M
  • Vision$482K
  • Health$283K
  • Dental$283K
Total $7.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA88%
  • AETNA LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • TELUS HEALTH (US) LTD.1%
  • +1 more
Total $7.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • NFP INSURANCE SERVICES INC82%
  • CHRISTINE M. MCCULLUGH11%
  • LOCKTON COMPANIES, LLC5%
  • AON CONSULTING INC2%
Total $319K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

ROPES & GRAY LLP RETIREMENT SAVINGS PLAN

401k

Assets$1.37B
Participants4,579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#067

ROPES & GRAY LLP SUPPLEMENTAL RETIREMENT SHARES PLAN

TraditionalDB

Assets$251.5M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROPES & GRAY LLP PENSION PLAN

TraditionalDB

Assets$247.7M
Participants1,726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

ROPES & GRAY LLP EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$7.4M
Covered lives3,834
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

ROPES & GRAY LLP HEALTH CARE REIMBURSEMENT ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
007ROPES & GRAY LLP RETIREMENT SAVINGS PLAN401k$1.37B4,5792024
067ROPES & GRAY LLP SUPPLEMENTAL RETIREMENT SHARES PLANTraditionalDB$251.5M3872024
002ROPES & GRAY LLP PENSION PLANTraditionalDB$247.7M1,7262024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
512ROPES & GRAY LLP EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$7.4M3,8342025
511ROPES & GRAY LLP HEALTH CARE REIMBURSEMENT ACCOUNT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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