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Sponsor portfolioTH

HERBERT SMITH FREEHILLS KRAMER (US) LLP

EIN 13-1944339-legal services-Latest filing 2025
Plans
6
Retirement
5
$852.4M assets
Welfare
1
$15.4M premiums
Participants
2,379
1177 AVENUE OF THE AMERICAS - NEW YORK, NY 100362714212-715-9100LinkedIn51-200 employeeslegal services
Plans on this EIN
6 filings
#003ProfitSharing-$424.5M - 506 part#004401k-$185.7M - 215 part#005401k-$166.5M - 830 part#002TraditionalDB-$38.6M - 312 part#011CashBalance-$37.1M - 106 part#501Fully Insured-$15.4M - 951 lives

Retirement portfolio analytics

5 plans aggregated / $852.4M assets / 1,969 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PROFIT-SHARING RETIREMENT PLAN (#003)50%
  • & INVESTMENT PLAN (#004)22%
  • & INVESTMENT PLAN (#005)20%
  • EMPLOYEES' RETIREMENT PLAN (#002)5%
  • CASH BALANCE PENSION (#011)4%
Total $852.4MClick 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 $852.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#005)830
  • PROFIT-SHARING RETIREMENT PLAN (#003)506
  • EMPLOYEES' RETIREMENT PLAN (#002)312
  • & INVESTMENT PLAN (#004)215
  • CASH BALANCE PENSION (#011)106
Total 1,969Click 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$424.5M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KRAMER LEVIN SAVINGS & INVESTMENT PLAN

401k

Assets$185.7M
Participants215
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$166.5M
Participants830
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KRAMER LEVIN EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$38.6M
Participants312
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$37.1M
Participants106
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$424.5M5062025
004KRAMER LEVIN SAVINGS & INVESTMENT PLAN401k$185.7M2152025
005KRAMER LEVIN ASSOCIATES SAVINGS & INVESTMENT PLAN401k$166.5M8302025
002KRAMER LEVIN EMPLOYEES' RETIREMENT PLANTraditionalDB$38.6M3122025
011KRAMER LEVIN 2018 PARTNERS' CASH BALANCE PENSION PLANCashBalance$37.1M1062025

Welfare plans1

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