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Sponsor portfolio

CARTER LEDYARD MILBURN LLP

EIN 13-4986540-law practice-Latest filing 2025
Plans
3
Retirement
2
$109.7M assets
Welfare
1
$2.1M premiums
Participants
344
28 LIBERTY ST FL 41 - NEW YORK, NY 100051449212-732-3200clm.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$99.7M - 150 part#008401k-$10.0M - 60 part#501Fully Insured-$2.1M - 144 lives

Retirement portfolio analytics

2 plans aggregated / $109.7M assets / 210 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • 401(K) RETIREMENT PLAN (#001)91%
  • LLP 401(K) Savings (#008)9%
Total $109.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)150
  • LLP 401(K) Savings (#008)60
Total 210Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.9M
  • Health$1.8M
  • Vision$1.8M
  • Long-term disability$134K
  • Life$56K
  • Short-term disability$41K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED HEALTHCARE INSURANCE COMPANY87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • AETNA LIFE INSURANCE COMPANY1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
  • AON CONSULTING INC0%
Total $58K2 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

CARTER LEDYARD & MILBURN LLP 401(K) RETIREMENT PLAN

401k

Assets$99.7M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN

401k

Assets$10.0M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARTER LEDYARD & MILBURN LLP 401(K) RETIREMENT PLAN401k$99.7M1502024
008CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN401k$10.0M602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$2.1M1442025
Retirement plans
Welfare plans
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