PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CADWALADER, WICKERSHAM & TAFT LLP
Sponsor portfolioTH

CADWALADER, WICKERSHAM & TAFT LLP

EIN 13-4980350-law practice-Latest filing 2024
Plans
3
Retirement
2
$540.8M assets
Welfare
1
$5.7M premiums
Participants
2,155
200 LIBERTY STREET - NEW YORK, NY 10281212-504-6000cadwalader.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filings
#028401k-$516.9M - 1,335 part#031TraditionalDB-$23.9M - 114 part#501Fully Insured-$5.7M - 1,298 lives

Retirement portfolio analytics

2 plans aggregated / $540.8M assets / 1,449 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • DEFINED CONTRIBUTION PLAN (#028)96%
  • VARIABLE ANNUITY PROGRAM (#031)4%
Total $540.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#028)1,335
  • VARIABLE ANNUITY PROGRAM (#031)114
Total 1,449Click row to drill in

Benefits portfolio analytics

1 plan / $5.7M premiums / 1,298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.5M
  • Health$4.4M
  • Dental$4.4M
  • Vision$4.4M
  • Prescription drug$4.4M
  • Short-term disability$1.1M
  • +2 more
Total $5.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
  • METROPOLITAN LIFE INSURANCE COMPANY23%
Total $5.7M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#028

CADWALADER, WICKERSHAM & TAFT LLP DEFINED CONTRIBUTION PLAN

401k

Assets$516.9M
Participants1,335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#031

CADWALADER, WICKERSHAM & TAFT LLP VARIABLE ANNUITY PROGRAM

TraditionalDB

Assets$23.9M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CADWALADER, WICKERSHAM & TAFT LLP WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE CO. AND AFFILIATES

Premiums$5.7M
Covered lives1,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
028CADWALADER, WICKERSHAM & TAFT LLP DEFINED CONTRIBUTION PLAN401k$516.9M1,3352024
031CADWALADER, WICKERSHAM & TAFT LLP VARIABLE ANNUITY PROGRAMTraditionalDB$23.9M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CADWALADER, WICKERSHAM & TAFT LLP WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE CO. AND AFFILIATES$5.7M1,2982024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica