Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $123.9M assets / 213 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.1M premiums / 144 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - UNITED HEALTHCARE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CARTER LEDYARD & MILBURN LLP 401(K) RETIREMENT PLAN | 401(k) | $111.4M | 149 | 2025 |
| #008 | CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN | 401(k) | $12.4M | 64 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CARTER LEDYARD & MILBURN LLP WELFARE BENEFITS PLAN | Fully insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.1M | 144 | 2025 |