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PROSKAUER ROSE LLP

EIN 13-1840454-law practice-Latest filing 2025
Plans
6
Retirement
5
$739.1M assets
Welfare
1
$9.7M premiums
Participants
5,537
ELEVEN TIMES SQUARE - NEW YORK, NY 100368299212-969-3000proskauer.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
6 filings
#037401k-$394.1M - 1,244 part#036401k-$176.8M - 1,061 part#044ProfitSharing-$114.4M - 1,116 part#001TraditionalDB-$53.8M - 553 part#045ProfitSharing-$47K - 1 part#520Mixed-$9.7M - 3,254 lives

Retirement portfolio analytics

5 plans aggregated / $739.1M assets / 3,975 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • STAFF AND PARTNERS (#037)53%
  • PLAN FOR ASSOCIATES (#036)24%
  • PROFIT SHARING PLAN (#044)15%
  • PROSKAUER ROSE LLP (#001)7%
  • FOR EXECUTIVE DIRECTORS (#045)0%
Total $739.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • CHARLES SCHWAB & CO., INC.93%
  • (Not disclosed)7%
Total $739.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAFF AND PARTNERS (#037)1,244
  • PROFIT SHARING PLAN (#044)1,116
  • PLAN FOR ASSOCIATES (#036)1,061
  • PROSKAUER ROSE LLP (#001)553
  • FOR EXECUTIVE DIRECTORS (#045)1
Total 3,975Click row to drill in

Benefits portfolio analytics

1 plan / $9.7M premiums / 3,254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$6.1M
  • Long-term disability$4.7M
  • Short-term disability$4.3M
  • Other$4.3M
  • Dental$1.1M
  • Vision$203K
Total $9.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA38%
  • METROPOLITAN LIFE INSURANCE COMPANY27%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY13%
  • DELTA DENTAL OF CALIFORNIA10%
  • LLOYDS OF LONDON8%
  • +3 more
Total $9.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • EDGEWOOD PARTNERS INSURANCE CENTER53%
  • MERCER HEALTH AND BENEFITS, LLC17%
  • LPL FINANCIAL CORP13%
  • MARSH & MCLENNAN AGENCY LLC7%
  • RICHARD A ST JEAN4%
  • +3 more
Total $864K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#037

PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS

401k

Assets$394.1M
Participants1,244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#036

PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES

401k

Assets$176.8M
Participants1,061
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#044

PROSKAUER ROSE LLP PROFIT SHARING PLAN

ProfitSharing

Assets$114.4M
Participants1,116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPLOYEES' RETIREMENT PLAN OF PROSKAUER ROSE LLP

TraditionalDB

Assets$53.8M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#045

PROSKAUER ROSE LLP PROFIT SHARING PLAN FOR EXECUTIVE DIRECTORS

ProfitSharing

Assets$47K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

PROSKAUER ROSE LLP WELFARE BENEFIT PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$9.7M
Covered lives3,254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
037PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS401k$394.1M1,2442024
036PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES401k$176.8M1,0612024
044PROSKAUER ROSE LLP PROFIT SHARING PLANProfitSharing$114.4M1,1162025
001EMPLOYEES' RETIREMENT PLAN OF PROSKAUER ROSE LLPTraditionalDB$53.8M5532025
045PROSKAUER ROSE LLP PROFIT SHARING PLAN FOR EXECUTIVE DIRECTORSProfitSharing$47K12025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520PROSKAUER ROSE LLP WELFARE BENEFIT PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$9.7M3,2542025
Retirement plans
Welfare plans
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