PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SULLIVAN & WORCESTER LLP
Sponsor portfolio

SULLIVAN & WORCESTER LLP

EIN 04-2387531-law practice-Latest filing 2024
Plans
4
Retirement
3
$238.7M assets
Welfare
1
$4.3M premiums
Participants
939
ONE POST OFFICE SQUARE - BOSTON, MA 02109617-338-2800sandw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$117.9M - 285 part#001MoneyPurchase-$97.0M - 225 part#027401k-$23.8M - 172 part#507Mixed-$4.3M - 359 lives

Retirement portfolio analytics

3 plans aggregated / $238.7M assets / 682 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • AND INVESTMENT PLAN (#002)49%
  • LLP RETIREMENT PLAN (#001)41%
  • PLAN FOR ASSOCIATES (#027)10%
Total $238.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • CHARLES SCHWAB & CO., INC.59%
  • (Not disclosed)41%
Total $238.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)285
  • LLP RETIREMENT PLAN (#001)225
  • PLAN FOR ASSOCIATES (#027)172
Total 682Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Other$501K
  • Dental$419K
  • Long-term disability$265K
  • Life$214K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • DELTA DENTAL OF CALIFORNIA5%
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.5%
  • ZURICH AMERICAN INSURANCE COMPANY0%
  • +2 more
Total $4.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • GALLAGHER BENEFIT SERVICES, INC.91%
  • MARSH & MCLENNAN AGENCY LLC4%
  • PLANSOURCE BENEFIT ADMINISTRATION4%
  • POTOMAC BASIN GROUP ASSOC LLC1%
Total $132K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN

401k

Assets$117.9M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SULLIVAN & WORCESTER LLP RETIREMENT PLAN

MoneyPurchase

Assets$97.0M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#027

SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES

401k

Assets$23.8M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

SULLIVAN & WORCESTER LLP WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.3M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN401k$117.9M2852024
001SULLIVAN & WORCESTER LLP RETIREMENT PLANMoneyPurchase$97.0M2252024
027SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES401k$23.8M1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507SULLIVAN & WORCESTER LLP WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.3M3592024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica