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Sponsor portfolioTH

HERBERT SMITH FREEHILLS KRAMER (US) LLP

EIN 13-1944339-legal services-Latest filing 2024
Plans
6
Retirement
5
$785.0M assets
Welfare
1
$15.4M premiums
Participants
2,374
1177 AVENUE OF THE AMERICAS - NEW YORK, NY 100362714212-715-9100LinkedIn51-200 employeeslegal services
Plans on this EIN
6 filings
#003ProfitSharing-$387.3M - 522 part#004401k-$171.6M - 227 part#005401k-$153.2M - 800 part#002TraditionalDB-$38.1M - 310 part#011CashBalance-$34.8M - 105 part#501Fully Insured-$15.4M - 951 lives

Retirement portfolio analytics

5 plans aggregated / $785.0M assets / 1,964 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • PROFIT-SHARING RETIREMENT PLAN (#003)49%
  • & INVESTMENT PLAN (#004)22%
  • & INVESTMENT PLAN (#005)20%
  • EMPLOYEES' RETIREMENT PLAN (#002)5%
  • CASH BALANCE PENSION (#011)4%
Total $785.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • AMERICAN UNITED LIFE INSURANCE CO91%
  • (Not disclosed)9%
Total $785.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#005)800
  • PROFIT-SHARING RETIREMENT PLAN (#003)522
  • EMPLOYEES' RETIREMENT PLAN (#002)310
  • & INVESTMENT PLAN (#004)227
  • CASH BALANCE PENSION (#011)105
Total 1,964Click row to drill in

Benefits portfolio analytics

1 plan / $15.4M premiums / 951 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.0M
  • Long-term disability$1.4M
  • Dental$634K
  • Life$497K
  • Vision$53K
  • Other$9K
Total $15.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNITEDHEALTHCARE INSURANCE COMPANY71%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • EMBLEMHEALTH12%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN0%
  • +1 more
Total $15.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • MERCER HEALTH AND BENEFITS, LLC67%
  • ALLIANT INSURANCE SERVICES, INC.33%
Total $606K2 slices

Plan deep-dives

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

KRAMER LEVIN PROFIT-SHARING RETIREMENT PLAN

ProfitSharing

Assets$387.3M
Participants522
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KRAMER LEVIN SAVINGS & INVESTMENT PLAN

401k

Assets$171.6M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

KRAMER LEVIN ASSOCIATES SAVINGS & INVESTMENT PLAN

401k

Assets$153.2M
Participants800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KRAMER LEVIN EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$38.1M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

KRAMER LEVIN 2018 PARTNERS' CASH BALANCE PENSION PLAN

CashBalance

Assets$34.8M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KRAMER LEVIN WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$15.4M
Covered lives951
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
003KRAMER LEVIN PROFIT-SHARING RETIREMENT PLANProfitSharing$387.3M5222024
004KRAMER LEVIN SAVINGS & INVESTMENT PLAN401k$171.6M2272024
005KRAMER LEVIN ASSOCIATES SAVINGS & INVESTMENT PLAN401k$153.2M8002024
002KRAMER LEVIN EMPLOYEES' RETIREMENT PLANTraditionalDB$38.1M3102024
011KRAMER LEVIN 2018 PARTNERS' CASH BALANCE PENSION PLANCashBalance$34.8M1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KRAMER LEVIN WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$15.4M9512024
Retirement plans
Welfare plans
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