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  2. Sullivan & Worcester LLP
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Sullivan & Worcester LLP

EIN 04-2387531-law practice-Latest filing 2025
Plans
4
Retirement
3
$267.4M assets
Health & Benefits
1
$4.4M premiums
Participants
931
ONE POST OFFICE SQUARE - BOSTON, MA 02109617-338-2800sandw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002401(k)-$133.7M - 279 part#001Money purchase-$106.2M - 220 part#027401(k)-$27.4M - 171 part#507Mixed-$4.4M - 369 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $267.4M assets / 670 participants

Assets by plan

Share of aggregate retirement assets

  • AND INVESTMENT PLAN (#002)$133.7M
  • LLP RETIREMENT PLAN (#001)$106.2M
  • PLAN FOR ASSOCIATES (#027)$27.4M
Total $267.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$267.4M
Total $267.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)279
  • LLP RETIREMENT PLAN (#001)220
  • PLAN FOR ASSOCIATES (#027)171
Total 670Select a row to open it

Benefits portfolio analytics

1 plan / $4.4M premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Other$480K
  • Dental$310K
  • Long-term disability$254K
  • Life$204K
  • +1 more
Total $4.4M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN

401(k)

Assets$133.7M
Participants279
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SULLIVAN & WORCESTER LLP RETIREMENT PLAN

Money purchase

Assets$106.2M
Participants220
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#027

SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES

401(k)

Assets$27.4M
Participants171
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

SULLIVAN & WORCESTER LLP WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.4M
Covered lives369
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN401(k)$133.7M2792025
#001SULLIVAN & WORCESTER LLP RETIREMENT PLANMoney purchase$106.2M2202025
#027SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES401(k)$27.4M1712025
  • SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN$133.7M
    #002 · 401(k) · 2025279
  • SULLIVAN & WORCESTER LLP RETIREMENT PLAN$106.2M
    #001 · Money purchase · 2025220
  • SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES$27.4M
    #027 · 401(k) · 2025171

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507SULLIVAN & WORCESTER LLP WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.4M3692025
  • SULLIVAN & WORCESTER LLP WELFARE PLAN$4.4M
    #507 · Mixed · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025369
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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