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Sponsor portfolio

WINDELS MARX LANE & MITTENDORF, LLP

EIN 13-2773235-law practice-Latest filing 2024
Plans
3
Retirement
2
$112.0M assets
Welfare
1
$4.4M premiums
Participants
728
156 WEST 56TH STREET, 23RD FLOOR - NEW YORK, NY 10019212-237-1000windelsmarx.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$69.2M - 300 part#001OtherDC-$42.8M - 169 part#501Fully Insured-$4.4M - 291 lives

Retirement portfolio analytics

2 plans aggregated / $112.0M assets / 469 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING 401(K) (#002)62%
  • PLAN AND TRUST (#001)38%
Total $112.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • T ROWE PRICE RPS INC100%
Total $112.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#002)300
  • PLAN AND TRUST (#001)169
Total 469Click row to drill in

Benefits portfolio analytics

1 plan / $4.4M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Life$313K
  • Long-term disability$310K
  • Short-term disability$274K
  • Vision$72K
  • Dental$58K
Total $4.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • AETNA LIFE INSURANCE COMPANY1%
  • THE STANDARD1%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY1%
  • +1 more
Total $4.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • EDGEWOOD PARTNERS INSURANCE CENTER95%
  • HUGH JEFFREY SNEDDON4%
  • MICHAEL A BOOK1%
  • NFP INSURANCE SERVICES INC0%
  • CHRISTOPHER SZEM0%
Total $125K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN

401k

Assets$69.2M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WINDELS MARX LANE & MITTENDORF, LLP RETIREMENT PLAN AND TRUST

OtherDC

Assets$42.8M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINDELS MARX LANE & MITTENDORF, LLP WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.4M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN401k$69.2M3002024
001WINDELS MARX LANE & MITTENDORF, LLP RETIREMENT PLAN AND TRUSTOtherDC$42.8M1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINDELS MARX LANE & MITTENDORF, LLP WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.4M2912024
Retirement plans
Welfare plans
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