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Sponsor portfolio

WILLKIE FARR & GALLAGHER LLP

EIN 13-5536844-law practice-Latest filing 2024
Plans
3
Retirement
2
$979.4M assets
Welfare
1
$9.5M premiums
Participants
4,707
787 SEVENTH AVENUE - NEW YORK, NY 100196018212-728-8000willkie.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filings
#069401k-$852.7M - 2,673 part#078CashBalance-$126.7M - 261 part#501Mixed-$9.5M - 1,773 lives

Retirement portfolio analytics

2 plans aggregated / $979.4M assets / 2,934 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • LLP RETIREMENT Savings (#069)87%
  • LLP PARTNER PENSION (#078)13%
Total $979.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT Savings (#069)2,673
  • LLP PARTNER PENSION (#078)261
Total 2,934Click row to drill in

Benefits portfolio analytics

1 plan / $9.5M premiums / 1,773 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.8M
  • Other$4.3M
  • Long-term disability$3.6M
  • Health$1.9M
  • Dental$885K
  • Vision$91K
Total $9.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA45%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • UNITED HEALTHCARE INSURANCE COMPANY12%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • +2 more
Total $9.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • OSAIC FA INC42%
  • NICHOLAS P. BOYLAN32%
  • KN&A INC.17%
  • MICHAEL BENDER8%
  • WILLIS TOWERS WATSON US LLC1%
  • +1 more
Total $171K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#069

WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN

401k

Assets$852.7M
Participants2,673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#078

WILLKIE FARR & GALLAGHER LLP PARTNER PENSION PLAN

CashBalance

Assets$126.7M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLKIE FARR & GALLAGHER LLP OMNIBUS WELFARE PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$9.5M
Covered lives1,773
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
069WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN401k$852.7M2,6732024
078WILLKIE FARR & GALLAGHER LLP PARTNER PENSION PLANCashBalance$126.7M2612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLKIE FARR & GALLAGHER LLP OMNIBUS WELFARE PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$9.5M1,7732024
Retirement plans
Welfare plans
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