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Sponsor portfolio

WITHERS BERGMAN LLP

EIN 06-1638121-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$116.4M assets
Welfare
1
$6.7M premiums
Participants
915
157 CHURCH STREET, 12TH FLOOR, ATTN - FINANCIAL CONTROLLER - NEW HAVEN, CT 06510203-789-1320taxlawyers.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#004401k-$100.6M - 402 part#005401k-$15.8M - 158 part#501Mixed-$6.7M - 392 lives

Retirement portfolio analytics

2 plans aggregated / $116.4M assets / 560 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#004)86%
  • PROFIT SHARING PLAN (#005)14%
Total $116.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $116.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)402
  • PROFIT SHARING PLAN (#005)158
Total 560Click row to drill in

Benefits portfolio analytics

1 plan / $6.7M premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Vision$6.2M
  • Prescription drug$6.2M
  • Long-term disability$276K
  • Life$231K
  • Other$231K
Total $6.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • NORTHWESTERN MUTUAL4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
Total $6.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • PAUL GLOBAL BENEFITS INC51%
  • ALLIANT INSURANCE SERVICES, INC.20%
  • SETH JASON KALKSTEIN17%
  • PIZZUTI GROUP LLC9%
  • STRIANO FNCL GRP LLC3%
Total $51K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN

401k

Assets$100.6M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

WITHERS BERGMAN LLP ASSOCIATE AND COUNSEL SECTION 401(K) PROFIT SHARING PLAN

401k

Assets$15.8M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WITHERS BERGMAN LLP WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.7M
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN401k$100.6M4022025
005WITHERS BERGMAN LLP ASSOCIATE AND COUNSEL SECTION 401(K) PROFIT SHARING PLAN401k$15.8M1582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WITHERS BERGMAN LLP WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.7M3922025
Retirement plans
Welfare plans
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