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Sponsor portfolio

KASOWITZ LLP

EIN 13-3720397-Latest filing 2025
Plans
5
Retirement
4
$293.0M assets
Welfare
1
$774K premiums
Participants
1,231
1633 BROADWAY - NEW YORK, NY 10019212-506-1700
Plans on this EIN
5 filings
#001401k-$220.1M - 535 part#002401k-$39.7M - 183 part#003CashBalance-$16.6M - 109 part#004CashBalance-$16.6M - 109 part#502Fully Insured-$774K - 453 lives

Retirement portfolio analytics

4 plans aggregated / $293.0M assets / 936 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • SAVINGS PLAN A (#001)75%
  • SAVINGS PLAN B (#002)14%
  • A AND TRUST (#003)6%
  • B AND TRUST (#004)6%
Total $293.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN A (#001)535
  • SAVINGS PLAN B (#002)183
  • A AND TRUST (#003)109
  • B AND TRUST (#004)109
Total 936Click row to drill in

Benefits portfolio analytics

1 plan / $774K premiums / 453 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$339K
  • Long-term disability$221K
  • Other$154K
  • Life$141K
  • Short-term disability$79K
  • Health$36K
  • +2 more
Total $774K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
  • AETNA LIFE INSURANCE COMPANY44%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • EYEMED VISION CARE3%
Total $774K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • EDGEWOOD PARTNERS INSURANCE CENTER99%
  • SMITH, THOMAS, CHRISTOPHER1%
  • ASSUREX GLOBAL CORPORATION0%
Total $54K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN A

401k

Assets$220.1M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B

401k

Assets$39.7M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KASOWITZ BENSON TORRES CASH BALANCE PLAN A AND TRUST

CashBalance

Assets$16.6M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KASOWITZ BENSON TORRES CASH BALANCE PLAN B AND TRUST

CashBalance

Assets$16.6M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KASOWITZ BENSON TORRES LLP EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$774K
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN A401k$220.1M5352024
002KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B401k$39.7M1832024
003KASOWITZ BENSON TORRES CASH BALANCE PLAN A AND TRUSTCashBalance$16.6M1092024
004KASOWITZ BENSON TORRES CASH BALANCE PLAN B AND TRUSTCashBalance$16.6M1092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KASOWITZ BENSON TORRES LLP EMPLOYEE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$774K4532025
Retirement plans
Welfare plans
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