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Sponsor portfolioTH

EPSTEIN BECKER & GREEN, P.C.

EIN 13-3031033-law practice-Latest filing 2025
Plans
4
Retirement
3
$223.6M assets
Welfare
1
$1.3M premiums
Participants
1,752
875 THIRD AVENUE - NEW YORK, NY 10022212-351-4500ebglaw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
4 filings
#007401k-$167.7M - 629 part#006401k-$46.2M - 352 part#008CashBalance-$9.7M - 190 part#501Mixed-$1.3M - 889 lives

Retirement portfolio analytics

3 plans aggregated / $223.6M assets / 1,171 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • 401(K) RETIREMENT Savings (#007)75%
  • P.C. ASSOCIATES' Savings (#006)21%
  • CASH BALANCE PENSION (#008)4%
Total $223.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#007)629
  • P.C. ASSOCIATES' Savings (#006)352
  • CASH BALANCE PENSION (#008)190
Total 1,171Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 889 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$487K
  • Long-term disability$341K
  • Life$326K
  • Short-term disability$48K
  • Vision$41K
  • Other$22K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY58%
  • DELTA DENTAL OF CALIFORNIA38%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$167.7M
Participants629
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN

401k

Assets$46.2M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

EPSTEIN BECKER & GREEN, P.C. MARKET BASED CASH BALANCE PENSION PLAN

CashBalance

Assets$9.7M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPSTEIN BECKER & GREEN, P.C. HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF NEW YORK

Premiums$1.3M
Covered lives889
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
007EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN401k$167.7M6292024
006EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN401k$46.2M3522024
008EPSTEIN BECKER & GREEN, P.C. MARKET BASED CASH BALANCE PENSION PLANCashBalance$9.7M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPSTEIN BECKER & GREEN, P.C. HEALTH AND WELFARE PLANMixedDELTA DENTAL OF NEW YORK$1.3M8892025
Retirement plans
Welfare plans
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