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Sponsor portfolio

RIVKIN RADLER, LLP

EIN 11-1853927-law practice-Latest filing 2024
Plans
3
Retirement
2
$195.0M assets
Welfare
1
$1.0M premiums
Participants
960
926 RXR PLAZA - UNIONDALE, NY 115560926516-357-3035rivkinradler.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$185.2M - 589 part#004TraditionalDB-$9.8M - 59 part#501Mixed-$1.0M - 446 lives

Retirement portfolio analytics

2 plans aggregated / $195.0M assets / 648 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#003)95%
  • LLP RETIREMENT PLAN (#004)5%
Total $195.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)589
  • LLP RETIREMENT PLAN (#004)59
Total 648Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 446 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$1.0M
  • Long-term disability$1.0M
  • Dental$34K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA97%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GARY WELTMANN100%
Total $89K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RIVKIN RADLER LLP 401(K) SAVINGS & PROFIT SHARING PLAN

401k

Assets$185.2M
Participants589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

RIVKIN RADLER, LLP RETIREMENT PLAN

TraditionalDB

Assets$9.8M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RIVKIN RADLER LLP WELFARE BENEFIT PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)

Premiums$1.0M
Covered lives446
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003RIVKIN RADLER LLP 401(K) SAVINGS & PROFIT SHARING PLAN401k$185.2M5892024
004RIVKIN RADLER, LLP RETIREMENT PLANTraditionalDB$9.8M592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RIVKIN RADLER LLP WELFARE BENEFIT PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$1.0M4462024
Retirement plans
Welfare plans
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