PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. DAVIS POLK & WARDWELL LLP
Sponsor portfolioTH

DAVIS POLK & WARDWELL LLP

EIN 13-5023295-law practice-Latest filing 2024
Plans
7
Retirement
5
$1.60B assets
Welfare
2
$4.8M premiums
Participants
9,440
450 LEXINGTON AVENUE - NEW YORK, NY 10017212-450-4613davispolk.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
7 filings
#003401k-$741.6M - 1,994 part#002ProfitSharing-$307.9M - 486 part#004401k-$194.5M - 1,759 part#001TraditionalDB-$181.1M - 981 part#005TraditionalDB-$176.1M - 195 part#505Fully Insured-$4.8M - 2,138 lives#515Unknown-0 lives

Retirement portfolio analytics

5 plans aggregated / $1.60B assets / 5,415 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • POLK PARTNERS/STAFF Savings (#003)46%
  • COUNSEL AND CHIEFS (#002)19%
  • POLK ASSOCIATES Savings (#004)12%
  • GENERAL STAFF PENSION (#001)11%
  • DEFINED BENEFIT PENSION (#005)11%
Total $1.60BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POLK PARTNERS/STAFF Savings (#003)1,994
  • POLK ASSOCIATES Savings (#004)1,759
  • GENERAL STAFF PENSION (#001)981
  • COUNSEL AND CHIEFS (#002)486
  • DEFINED BENEFIT PENSION (#005)195
Total 5,415Click row to drill in

Benefits portfolio analytics

2 plans / $4.8M premiums / 2,138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$2.6M
  • Other$945K
  • Dental$882K
  • Prescription drug$748K
  • Health$716K
  • Life$244K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA63%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY34%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • EDGEWOOD PARTNERS INSURANCE CENTER95%
  • MERCER HEALTH AND BENEFITS, LLC5%
Total $103K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DAVIS POLK PARTNERS/STAFF SAVINGS PLAN

401k

Assets$741.6M
Participants1,994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVIS POLK PROFIT SHARING PLAN FOR PARTNERS, COUNSEL AND CHIEFS

ProfitSharing

Assets$307.9M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DAVIS POLK ASSOCIATES SAVINGS PLAN

401k

Assets$194.5M
Participants1,759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAVIS POLK GENERAL STAFF PENSION PLAN

TraditionalDB

Assets$181.1M
Participants981
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

DAVIS POLK PARTNER DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$176.1M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

DAVIS POLK & WARDWELL LLP WELFARE BENEFIT PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$4.8M
Covered lives2,138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

DAVIS POLK & WARDWELL LLP WELLNESS CENTER

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
003DAVIS POLK PARTNERS/STAFF SAVINGS PLAN401k$741.6M1,9942024
002DAVIS POLK PROFIT SHARING PLAN FOR PARTNERS, COUNSEL AND CHIEFSProfitSharing$307.9M4862024
004DAVIS POLK ASSOCIATES SAVINGS PLAN401k$194.5M1,7592024
001DAVIS POLK GENERAL STAFF PENSION PLANTraditionalDB$181.1M9812024
005DAVIS POLK PARTNER DEFINED BENEFIT PENSION PLANTraditionalDB$176.1M1952024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505DAVIS POLK & WARDWELL LLP WELFARE BENEFIT PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$4.8M2,1382024
515DAVIS POLK & WARDWELL LLP WELLNESS CENTERUnknown-$002024
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