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FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP

EIN 13-5344867-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
8
Retirement
2
$426.2M assets
Welfare
6
$20.5M premiums
Participants
9,597
1 NEW YORK PLZ - NEW YORK, NY 100041901212-859-4968
Plans on this EIN
8 filings
#042401k-$424.4M - 1,778 part#035TraditionalDB-$1.9M - 0 part#503Fully Insured-$15.7M - 1,426 lives#504Fully Insured-$2.0M - 120 lives#506Fully Insured-$1.6M - 2,740 lives#502Fully Insured-$747K - 1,094 lives#501Fully Insured-$401K - 1,136 lives#505Fully Insured-$72K - 989 lives

Retirement portfolio analytics

2 plans aggregated / $426.2M assets / 1,778 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 401(K) INCENTIVE Savings (#042)100%
  • EMPLOYEES' RETIREMENT PLAN (#035)0%
Total $426.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
  • (Not disclosed)0%
Total $426.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) INCENTIVE Savings (#042)1,778
Total 1,778Click row to drill in

Benefits portfolio analytics

6 plans / $20.5M premiums / 7,505 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.7M
  • Prescription drug$17.7M
  • Dental$1.5M
  • Short-term disability$747K
  • Long-term disability$747K
  • Life$401K
  • +2 more
Total $20.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • AETNA LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • EMBLEMHEALTH0%
Total $20.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MERCER HEALTH AND BENEFITS, LLC97%
  • GALLAGHER BENEFIT SERVICES, INC.3%
Total $316K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#042

FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP 401(K) INCENTIVE SAVINGS PLAN

401k

Assets$424.4M
Participants1,778
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#035

FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$1.9M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP MEDICAL INSURANCE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$15.7M
Covered lives1,426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP GROUP HOSPITALIZATION PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP DENTAL & VISION INSURANCE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives2,740
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP LONG TERM DISABILITY INSURANCE PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$747K
Covered lives1,094
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$401K
Covered lives1,136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$72K
Covered lives989
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
042FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP 401(K) INCENTIVE SAVINGS PLAN401k$424.4M1,7782024
035FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP EMPLOYEES' RETIREMENT PLANTraditionalDB$1.9M02024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP MEDICAL INSURANCE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$15.7M1,4262024
504FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP GROUP HOSPITALIZATION PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M1202024
506FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP DENTAL & VISION INSURANCE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.6M2,7402024
502FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP LONG TERM DISABILITY INSURANCE PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$747K1,0942024
501FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$401K1,1362024
505FRIED, FRANK, HARRIS, SHRIVER & JACOBSON LLP TRAVEL ACCIDENT INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$72K9892024
Retirement plans
Welfare plans
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