Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALLEN OVERY SHEARMAN STERLING US LLP
EIN 13-5514352Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
11
Retirement
6
$1.14B assets
Welfare
5
$3.0M premiums
Participants
5,154
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#502Fully Insured-$2.3M - 3,790 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 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
52%top
- (Not disclosed)52%
- T ROWE PRICE RPS INC48%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $3.0M premiums / 4,576 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.6M
- Vision$1.3M
- Life$1.0M
- Other$762K
- Health$684K
- Dental$542K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
46%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA46%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
- VISION SERVICE PLAN5%
- KAISER FOUNDATION HEALTH PLAN INC5%
- +3 more
Broker market share
Schedule A broker compensation
72%top
- MERCER HEALTH AND BENEFITS, LLC72%
- GALLAGHER BENEFIT SERVICES, INC.16%
- FREDERICK W. HOWARTH III12%
- RANDALL WARREN PECK0%
- PCF INSURANCE SERVICES OF THE WEST-0%
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
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives3,790
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 RETIREE 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 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans6
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN | 401k | $542.1M | 2,266 | 2024 | |
| 108 | SHEARMAN & STERLING LLP PARTNERS DEFINED CONTRIBUTION PLAN | ProfitSharing | $300.7M | 342 | 2024 | |
| 004 | ALLEN & OVERY 401(K) PROFIT SHARING PLAN | 401k | $131.6M | 533 | 2024 | |
| 114 | SHEARMAN & STERLING LLP CASH BALANCE PENSION PLAN | CashBalance | $69.5M | 235 | 2024 | |
| 002 | ALLEN & OVERY ASSOCIATES 401(K) PLAN | 401k | $50.8M | 501 | 2024 | |
| 005 | ALLEN & OVERY LLP CASH BALANCE PENSION PLAN | CashBalance | $41.8M | 120 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SHEARMAN & STERLING LLP WELFARE BENEFITS PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $2.3M | 3,790 | 2024 | |
| 501 | ALLEN & OVERY LLP WELFARE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $634K | 786 | 2024 | |
| 508 | SHEARMAN & STERLING LLP FLEXIBLE SPENDING ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 509 | SHEARMAN & STERLING LLP POST-AGE 65 RETIREE HEALTH BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 510 | SHEARMAN & STERLING LLP RETIREE HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans