Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP
EIN 13-5018900law practiceLatest filing 2024
Plans
5
Retirement
3
$279.3M assets
Welfare
2
$886K premiums
Participants
1,440
Retirement portfolio analytics
3 plans aggregated / $279.3M assets / 1,062 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
69%top
- (Not disclosed)69%
- SENTINEL PENSION ADVISORS31%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $886K premiums / 378 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$469K
- Life$324K
- Short-term disability$324K
- Long-term disability$324K
- Other$324K
- Dental$93K
Carrier market share
Premium dollars by Schedule A carrier
53%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY53%
- UNUM LIFE INSURANCE COMPANY OF AMERICA37%
- METROPOLITAN LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLP
MoneyPurchase
Assets$132.1M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP 401(K) PLAN FOR ASSOCIATES, STAFF AND PARTNERS
401k
Assets$86.9M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR ASSOCIATES AND STAFF EMPLOYEES OF CURTIS, MALLET-PREVOST, COLT & MOSLE LLP
TraditionalDB
Assets$60.4M
Participants737
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CURTIS, MALLET-PREVOST, COLT & MOSLELLP HEALTH INSURANCE PLANS
Mixed - CIGN HEALTH AND LIFE INSURANCE COMPANY
Premiums$562K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP LIFE INSURANCE PLANS
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$324K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLP | MoneyPurchase | $132.1M | 95 | 2024 | |
| 003 | CURTIS, MALLET-PREVOST, COLT & MOSLE LLP 401(K) PLAN FOR ASSOCIATES, STAFF AND PARTNERS | 401k | $86.9M | 230 | 2024 | |
| 001 | RETIREMENT PLAN FOR ASSOCIATES AND STAFF EMPLOYEES OF CURTIS, MALLET-PREVOST, COLT & MOSLE LLP | TraditionalDB | $60.4M | 737 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CURTIS, MALLET-PREVOST, COLT & MOSLELLP HEALTH INSURANCE PLANS | Mixed | CIGN HEALTH AND LIFE INSURANCE COMPANY | $562K | 220 | 2024 | |
| 502 | CURTIS, MALLET-PREVOST, COLT & MOSLE LLP LIFE INSURANCE PLANS | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $324K | 158 | 2024 |
Retirement plans
Welfare plans