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Sponsor portfolioTH

ALLEN OVERY SHEARMAN STERLING US LLP

EIN 13-5514352-Latest filing 2025
Plans
11
Retirement
6
$1.14B assets
Welfare
5
$2.6M premiums
Participants
5,262
599 LEXINGTON AVENUE - NEW YORK, NY 10022212-848-4000
Plans on this EIN
11 filings
#003401k-$542.1M - 2,266 part#108ProfitSharing-$300.7M - 342 part#004401k-$131.6M - 533 part#114CashBalance-$69.5M - 235 part#002401k-$50.8M - 501 part#005CashBalance-$41.8M - 120 part#502Mixed-$2.0M - 1,021 lives#501Mixed-$634K - 786 lives#508Self Funded-0 lives#509Self Funded-0 lives#510Self Funded-0 lives

Retirement portfolio analytics

6 plans aggregated / $1.14B assets / 3,997 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • LLP RETIREMENT Savings (#003)48%
  • DEFINED CONTRIBUTION PLAN (#108)26%
  • PROFIT SHARING PLAN (#004)12%
  • CASH BALANCE PENSION (#114)6%
  • OVERY ASSOCIATES 401(K) (#002)4%
  • +1 more
Total $1.14BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • (Not disclosed)52%
  • T ROWE PRICE RPS INC48%
Total $1.14BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT Savings (#003)2,266
  • PROFIT SHARING PLAN (#004)533
  • OVERY ASSOCIATES 401(K) (#002)501
  • DEFINED CONTRIBUTION PLAN (#108)342
  • CASH BALANCE PENSION (#114)235
  • CASH BALANCE PENSION (#005)120
Total 3,997Click row to drill in

Benefits portfolio analytics

5 plans / $2.6M premiums / 1,807 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.7M
  • Long-term disability$1.7M
  • Vision$266K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA83%
  • VISION SERVICE PLAN13%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $133K1 slice

Plan deep-dives

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

SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN

401k

Assets$542.1M
Participants2,266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#108

SHEARMAN & STERLING LLP PARTNERS DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$300.7M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ALLEN & OVERY 401(K) PROFIT SHARING PLAN

401k

Assets$131.6M
Participants533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#114

SHEARMAN & STERLING LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$69.5M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLEN & OVERY ASSOCIATES 401(K) PLAN

401k

Assets$50.8M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ALLEN & OVERY LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$41.8M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHEARMAN & STERLING LLP WELFARE BENEFITS PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives1,021
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ALLEN & OVERY LLP WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$634K
Covered lives786
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

SHEARMAN & STERLING LLP FLEXIBLE SPENDING ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

SHEARMAN & STERLING LLP POST-AGE 65 RETIRED PARTNER HEALTH BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

SHEARMAN & STERLING LLP RETIRED EMPLOYEE HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

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

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
003SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN401k$542.1M2,2662024
108SHEARMAN & STERLING LLP PARTNERS DEFINED CONTRIBUTION PLANProfitSharing$300.7M3422024
004ALLEN & OVERY 401(K) PROFIT SHARING PLAN401k$131.6M5332024
114SHEARMAN & STERLING LLP CASH BALANCE PENSION PLANCashBalance$69.5M2352024
002ALLEN & OVERY ASSOCIATES 401(K) PLAN401k$50.8M5012024
005ALLEN & OVERY LLP CASH BALANCE PENSION PLANCashBalance$41.8M1202024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHEARMAN & STERLING LLP WELFARE BENEFITS PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$2.0M1,0212025
501ALLEN & OVERY LLP WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$634K7862024
508SHEARMAN & STERLING LLP FLEXIBLE SPENDING ACCOUNT PLANSelf Funded-$002025
509SHEARMAN & STERLING LLP POST-AGE 65 RETIRED PARTNER HEALTH BENEFITS PLANSelf Funded-$002025
510SHEARMAN & STERLING LLP RETIRED EMPLOYEE HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002025
Retirement plans
Welfare plans
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