Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROPES & GRAY LLP
EIN 04-2233412Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
5
Retirement
3
$1.87B assets
Welfare
2
$7.4M premiums
Participants
9,881
800 BOYLSTON STREET - BOSTON, MA 02199617-951-7000
Retirement portfolio analytics
3 plans aggregated / $1.87B assets / 6,692 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
73%top
- GREAT-WEST LIFE & ANNUITY INSURANCE73%
- (Not disclosed)27%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $7.4M premiums / 4,019 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.9M
- Life$6.6M
- Long-term disability$6.6M
- Vision$499K
- Health$276K
- Dental$276K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- SUN LIFE ASSURANCE COMPANY OF CANADA89%
- AETNA LIFE INSURANCE COMPANY4%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- TELUS HEALTH (US) LTD.1%
- +1 more
Broker market share
Schedule A broker compensation
84%top
- NFP INSURANCE SERVICES INC84%
- CHRISTINE M. MCCULLUGH9%
- LOCKTON COMPANIES, LLC6%
- AON CONSULTING INC2%
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 lives4,019
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | ROPES & GRAY LLP RETIREMENT SAVINGS PLAN | 401k | $1.37B | 4,579 | 2024 | |
| 067 | ROPES & GRAY LLP SUPPLEMENTAL RETIREMENT SHARES PLAN | TraditionalDB | $251.5M | 387 | 2024 | |
| 002 | ROPES & GRAY LLP PENSION PLAN | TraditionalDB | $247.7M | 1,726 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | ROPES & GRAY LLP EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $7.4M | 4,019 | 2024 | |
| 511 | ROPES & GRAY LLP HEALTH CARE REIMBURSEMENT ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans