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Sponsor portfolio

KELLEY DRYE & WARREN LLP

EIN 13-5335107-law practice-Latest filing 2024
Plans
2
Retirement
1
$442.3M assets
Welfare
1
$796K premiums
Participants
1,411
3 WORLD TRADE CENTER, 175 GREENWICH STREET - NEW YORK, NY 10007212-808-7800kelleydrye.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$442.3M - 900 part#501Mixed-$796K - 553 lives

Benefits portfolio analytics

1 plan / $796K premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$373K
  • Life$351K
  • Short-term disability$329K
  • Long-term disability$329K
  • Vision$80K
  • Dental$12K
Total $796K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA86%
  • VISION SERVICE PLAN10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • AETNA LIFE INSURANCE COMPANY2%
Total $796K4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GALLAGHER BENEFIT SERVICES, INC.90%
  • MERCER HEALTH AND BENEFITS, LLC6%
  • EDGEWOOD PARTNERS INSURANCE CENTER4%
Total $77K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN

401k

Assets$442.3M
Participants900
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELLEY DRYE & WARREN LLP INSURANCE PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$796K
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN401k$442.3M9002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLEY DRYE & WARREN LLP INSURANCE PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$796K5532024
Retirement plans
Welfare plans
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