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Sponsor portfolio

HERRICK, FEINSTEIN LLP

EIN 13-2991662-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
3
$133.4M assets
Welfare
1
$4.3M premiums
Participants
668
2 PARK AVENUE - NEW YORK, NY 10016212-592-1400
Plans on this EIN
4 filings
#002401k-$82.1M - 190 part#004401k-$32.6M - 200 part#006CashBalance-$18.6M - 63 part#501Fully Insured-$4.3M - 309 lives

Retirement portfolio analytics

3 plans aggregated / $133.4M assets / 453 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#002)62%
  • SAVINGS PLAN (NEW) (#004)24%
  • RETIREMENT SHARE PLAN (#006)14%
Total $133.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • CHARLES SCHWAB & CO., INC.86%
  • (Not disclosed)14%
Total $133.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN (NEW) (#004)200
  • PROFIT SHARING PLAN (#002)190
  • RETIREMENT SHARE PLAN (#006)63
Total 453Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$3.7M
  • Prescription drug$3.7M
  • Other$611K
  • Short-term disability$346K
  • Long-term disability$339K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • AETNA LIFE INSURANCE COMPANY85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • STANDARD OF NEW YORK4%
  • AFLAC2%
  • EYEMED VISION CARE0%
  • +2 more
Total $4.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • USI INSURANCE SERVICES LLC69%
  • GALLAGHER BENEFIT SERVICES, INC.22%
  • KRISTEN PARZIANO3%
  • ANTHONY LIBECCI1%
  • AON CONSULTING INC1%
  • +3 more
Total $174K8 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

HERRICK, FEINSTEIN LLP SAVINGS AND PROFIT SHARING PLAN

401k

Assets$82.1M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

HERRICK, FEINSTEIN LLP SAVINGS PLAN (NEW)

401k

Assets$32.6M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

HERRICK, FEINSTEIN LLP QUALIFIED RETIREMENT SHARE PLAN

CashBalance

Assets$18.6M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERRICK, FEINSTEIN LLP WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.3M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002HERRICK, FEINSTEIN LLP SAVINGS AND PROFIT SHARING PLAN401k$82.1M1902024
004HERRICK, FEINSTEIN LLP SAVINGS PLAN (NEW)401k$32.6M2002024
006HERRICK, FEINSTEIN LLP QUALIFIED RETIREMENT SHARE PLANCashBalance$18.6M632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERRICK, FEINSTEIN LLP WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.3M3092024
Retirement plans
Welfare plans
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