Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.5M
- Dental$870K
- Life$418K
- Short-term disability$265K
- Other$72K
- Vision$54K
Sponsor portfolio
WACHTELL, LIPTON, ROSEN & KATZ
EIN 13-1935773law practiceLatest filing 2025
Plans
4
Retirement
1
$638.7M assets
Welfare
3
$3.2M premiums
Participants
2,864
Benefits portfolio analytics
3 plans / $3.2M premiums / 2,454 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA69%
- METROPOLITAN LIFE INSURANCE COMPANY27%
- FIDELITY SECURITY LIFE INSURANCE COMPANY2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN
401k
Assets$638.7M
Participants1,043
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WACHTELL, LIPTON, ROSEN & KATZ LONG TERM DISABILITY PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
WACHTELL, LIPTON, ROSEN & KATZ DENTAL ASSISTANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$870K
Covered lives1,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WACHTELL, LIPTON, ROSEN & KATZ EMPLOYEE WELFARE BENEFIT PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$809K
Covered lives730
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | 401k | $638.7M | 1,043 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WACHTELL, LIPTON, ROSEN & KATZ LONG TERM DISABILITY PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $1.5M | 633 | 2025 | |
| 503 | WACHTELL, LIPTON, ROSEN & KATZ DENTAL ASSISTANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $870K | 1,091 | 2025 | |
| 501 | WACHTELL, LIPTON, ROSEN & KATZ EMPLOYEE WELFARE BENEFIT PLAN | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $809K | 730 | 2025 |
Retirement plans
Welfare plans