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Sponsor portfolio

DAVIS+GILBERT, LLP

EIN 13-1504385-law practice-Latest filing 2025
Plans
3
Retirement
2
$166.8M assets
Welfare
1
$3.6M premiums
Participants
476
1675 BROADWAY - NEW YORK, NY 10019212-468-4800dglaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$149.2M - 177 part#002401k-$17.6M - 110 part#501Fully Insured-$3.6M - 196 lives

Retirement portfolio analytics

2 plans aggregated / $166.8M assets / 287 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • SHARING RETIREMENT PLAN (#001)89%
  • 401 (K) PLAN (#002)11%
Total $166.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • CHARLES SCHWAB & CO., INC.89%
  • (Not disclosed)11%
Total $166.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)177
  • 401 (K) PLAN (#002)110
Total 287Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Prescription drug$3.5M
  • Other$142K
  • Life$133K
  • Long-term disability$121K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $143K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN

401k

Assets$149.2M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVIS+GILBERT LLP ASSOCIATES'S 401 (K) PLAN

401k

Assets$17.6M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVIS+GILBERT LLP CAFETERIA PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.6M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN401k$149.2M1772024
002DAVIS+GILBERT LLP ASSOCIATES'S 401 (K) PLAN401k$17.6M1102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVIS+GILBERT LLP CAFETERIA PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.6M1962025
Retirement plans
Welfare plans
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