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SIMPSON THACHER & BARTLETT LLP

EIN 13-5395280-law practice-Latest filing 2024
Plans
8
Retirement
7
$1.26B assets
Welfare
1
$10.3M premiums
Participants
6,786
425 LEXINGTON AVENUE - NEW YORK, NY 10017212-455-2000stblaw.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
8 filings
#003401k-$455.8M - 1,512 part#004401k-$306.0M - 2,145 part#050ProfitSharing-$236.8M - 263 part#052CashBalance-$172.0M - 168 part#053CashBalance-$52.2M - 172 part#001TraditionalDB-$37.1M - 462 part#002OtherDC-$2.9M - 15 part#501Fully Insured-$10.3M - 2,350 lives

Retirement portfolio analytics

7 plans aggregated / $1.26B assets / 4,737 participants

Assets by plan

Share of aggregate retirement assets

36%top
  • NON LEGAL EMPLOYEES (#003)36%
  • COUNSEL & ASSOCIATES (#004)24%
  • PLAN FOR PARTNERS (#050)19%
  • OF STB LLP (#052)14%
  • BALANCE PLAN II (#053)4%
  • +2 more
Total $1.26BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COUNSEL & ASSOCIATES (#004)2,145
  • NON LEGAL EMPLOYEES (#003)1,512
  • OF STB LLP (#001)462
  • PLAN FOR PARTNERS (#050)263
  • BALANCE PLAN II (#053)172
  • OF STB LLP (#052)168
  • +1 more
Total 4,737Click row to drill in

Benefits portfolio analytics

1 plan / $10.3M premiums / 2,350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$3.6M
  • Health$2.5M
  • Dental$2.4M
  • Life$2.3M
  • Prescription drug$1.6M
  • Other$1.3M
  • +2 more
Total $10.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY8%
  • HARTFORD LIFE AND ACCIDENT7%
  • +3 more
Total $10.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • AMERICAN BENEFITS AND COMPENSATION41%
  • FREDERICK W. HOWARTH III33%
  • USI INSURANCE SERVICES LLC19%
  • ALLIANT INSURANCE SERVICES, INC.3%
  • RANDALL WARREN PECK2%
  • +3 more
Total $601K8 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

SIMPSON, THACHER & BARTLETT PROFIT SHARING PLAN FOR PARTNERS AND NON LEGAL EMPLOYEES

401k

Assets$455.8M
Participants1,512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SIMPSON, THACHER & BARTLETT LLP CASH OR DEFERRED PLAN FOR SENIOR COUNSEL, COUNSEL & ASSOCIATES

401k

Assets$306.0M
Participants2,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#050

SIMPSON, THACHER AND BARTLETT LLP SUPPLEMENTAL PROFIT SHARING PLAN FOR PARTNERS

ProfitSharing

Assets$236.8M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#052

CASH BALANCE PLAN FOR PARTNERS & SR. STAFF OF STB LLP

CashBalance

Assets$172.0M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#053

SIMPSON THACHER& BARTLETT LLP CASH BALANCE PLAN II

CashBalance

Assets$52.2M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR NON LEGAL EMPLOYEES OF STB LLP

TraditionalDB

Assets$37.1M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SIMPSON THACHER & BARTLETT LLP RETIREMENT PLAN FOR LEGAL AND OTHER PERSONNEL

OtherDC

Assets$2.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STB HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$10.3M
Covered lives2,350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans7

Plan #NameTypeAssetsParticipantsLatest year
003SIMPSON, THACHER & BARTLETT PROFIT SHARING PLAN FOR PARTNERS AND NON LEGAL EMPLOYEES401k$455.8M1,5122024
004SIMPSON, THACHER & BARTLETT LLP CASH OR DEFERRED PLAN FOR SENIOR COUNSEL, COUNSEL & ASSOCIATES401k$306.0M2,1452024
050SIMPSON, THACHER AND BARTLETT LLP SUPPLEMENTAL PROFIT SHARING PLAN FOR PARTNERSProfitSharing$236.8M2632024
052CASH BALANCE PLAN FOR PARTNERS & SR. STAFF OF STB LLPCashBalance$172.0M1682024
053SIMPSON THACHER& BARTLETT LLP CASH BALANCE PLAN IICashBalance$52.2M1722024
001RETIREMENT PLAN FOR NON LEGAL EMPLOYEES OF STB LLPTraditionalDB$37.1M4622024
002SIMPSON THACHER & BARTLETT LLP RETIREMENT PLAN FOR LEGAL AND OTHER PERSONNELOtherDC$2.9M152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STB HEALTH AND WELFARE BENEFIT PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$10.3M2,3502024
Retirement plans
Welfare plans
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