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Sponsor portfolio

MARTIN CLEARWATER & BELL LLP

EIN 13-2811394-law practice-Latest filing 2025
Plans
3
Retirement
2
$66.0M assets
Welfare
1
$881K premiums
Participants
396
220 E 42ND ST. - NEW YORK, NY 100175806212-697-3122mcblaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$53.8M - 113 part#004401k-$12.2M - 136 part#506Mixed-$881K - 190 lives

Retirement portfolio analytics

2 plans aggregated / $66.0M assets / 249 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PROFIT SHARING PLAN (#003)81%
  • & ASSOCIATE 401(K) (#004)19%
Total $66.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATE 401(K) (#004)136
  • PROFIT SHARING PLAN (#003)113
Total 249Click row to drill in

Benefits portfolio analytics

1 plan / $881K premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$628K
  • Other$253K
  • Dental$249K
  • Vision$249K
  • Life$249K
  • Short-term disability$249K
  • +1 more
Total $881K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HM LIFE INSURANCE COMPANY71%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $881K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $53K1 slice

Plan deep-dives

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

MARTIN CLEARWATER & BELL LLP PARTNERS AND STAFF 401(K) PROFIT SHARING PLAN

401k

Assets$53.8M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MARTIN CLEARWATER & BELL NON EQUITY PARTNER & ASSOCIATE 401(K) PLAN

401k

Assets$12.2M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MARTIN CLEARWATER & BELL LLP EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$881K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MARTIN CLEARWATER & BELL LLP PARTNERS AND STAFF 401(K) PROFIT SHARING PLAN401k$53.8M1132024
004MARTIN CLEARWATER & BELL NON EQUITY PARTNER & ASSOCIATE 401(K) PLAN401k$12.2M1362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MARTIN CLEARWATER & BELL LLP EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$881K1902025
Retirement plans
Welfare plans
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