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PROSKAUER ROSE LLP

EIN 13-1840454-law practice-Latest filing 2024
Plans
6
Retirement
5
$726.5M assets
Welfare
1
$6.1M premiums
Participants
5,508
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-$99.8M - 1,126 part#001TraditionalDB-$55.8M - 638 part#045ProfitSharing-$393 - 0 part#520Fully Insured-$6.1M - 3,042 lives

Retirement portfolio analytics

5 plans aggregated / $726.5M assets / 4,069 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • STAFF AND PARTNERS (#037)54%
  • PLAN FOR ASSOCIATES (#036)24%
  • PROFIT SHARING PLAN (#044)14%
  • PROSKAUER ROSE LLP (#001)8%
  • FOR EXECUTIVE DIRECTORS (#045)0%
Total $726.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • CHARLES SCHWAB & CO., INC.92%
  • (Not disclosed)8%
Total $726.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAFF AND PARTNERS (#037)1,244
  • PROFIT SHARING PLAN (#044)1,126
  • PLAN FOR ASSOCIATES (#036)1,061
  • PROSKAUER ROSE LLP (#001)638
Total 4,069Click row to drill in

Benefits portfolio analytics

1 plan / $6.1M premiums / 3,042 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.1M
  • Long-term disability$2.3M
  • Short-term disability$2.2M
  • Other$2.2M
  • Health$802K
  • Dental$611K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
27%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
  • METROPOLITAN LIFE INSURANCE COMPANY25%
  • ANTHEM LIFE INSURANCE COMPANY13%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY13%
  • LLOYDS OF LONDON11%
  • +3 more
Total $6.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MERCER HEALTH AND BENEFITS, LLC75%
  • MARSH & MCLENNAN AGENCY LLC13%
  • RICHARD A ST JEAN5%
  • LEE J. SLAVUTIN2%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • +3 more
Total $539K8 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$99.8M
Participants1,126
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$55.8M
Participants638
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$393
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

PROSKAUER ROSE LLP WELFARE BENEFIT PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$6.1M
Covered lives3,042
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$99.8M1,1262024
001EMPLOYEES' RETIREMENT PLAN OF PROSKAUER ROSE LLPTraditionalDB$55.8M6382024
045PROSKAUER ROSE LLP PROFIT SHARING PLAN FOR EXECUTIVE DIRECTORSProfitSharing$39302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520PROSKAUER ROSE LLP WELFARE BENEFIT PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$6.1M3,0422024
Retirement plans
Welfare plans
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