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Sponsor portfolio

CLIFFORD CHANCE US LLP

EIN 13-5553664-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
7
Retirement
6
$422.0M assets
Welfare
1
$2.6M premiums
Participants
2,211
2 MANHATTAN WEST, 375 9TH AVENUE - NEW YORK, NY 10011212-878-8446
Plans on this EIN
7 filings
#003401k-$205.7M - 386 part#007401k-$80.8M - 307 part#004401k-$78.3M - 529 part#006TraditionalDB-$28.1M - 132 part#005TraditionalDB-$28.1M - 132 part#001TraditionalDB-$1.1M - 56 part#501Fully Insured-$2.6M - 937 lives

Retirement portfolio analytics

6 plans aggregated / $422.0M assets / 1,542 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • PROFIT-SHARING PLAN I (#003)49%
  • PROFIT-SHARING PLAN II (#007)19%
  • ASSOCIATES TAX-DEFERRED Saving... (#004)19%
  • PENSION PLAN II (#006)7%
  • PENSION PLAN I (#005)7%
  • +1 more
Total $422.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES TAX-DEFERRED Saving... (#004)529
  • PROFIT-SHARING PLAN I (#003)386
  • PROFIT-SHARING PLAN II (#007)307
  • PENSION PLAN II (#006)132
  • PENSION PLAN I (#005)132
  • DEFINED BENEFIT PLAN (#001)56
Total 1,542Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 937 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Long-term disability$951K
  • Health$156K
  • Other$98K
  • Vision$42K
  • Dental$26K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • +3 more
Total $2.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • GLEN EAGLE WEALTH LLC47%
  • EDGEWOOD PARTNERS INSURANCE CENTER34%
  • HUB INTERNATIONAL MIDWEST LIMITED13%
  • MMG AGENCY INC.5%
  • PETER AGNEW1%
Total $231K5 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

CLIFFORD CHANCE US LLP TAX-DEFERRED SAVINGS AND PROFIT-SHARING PLAN I

401k

Assets$205.7M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

CLIFFORD CHANCE US LLP TAX-DEFERRED SAVINGS AND PROFIT-SHARING PLAN II

401k

Assets$80.8M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CLIFFORD CHANCE US LLP ASSOCIATES TAX-DEFERRED SAVINGS PLAN

401k

Assets$78.3M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

CLIFFORD CHANCE US LLP PARTNER PENSION PLAN II

TraditionalDB

Assets$28.1M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

CLIFFORD CHANCE US LLP PARTNER PENSION PLAN I

TraditionalDB

Assets$28.1M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CLIFFORD CHANCE US LLP DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.1M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLIFFORD CHANCE US LLP HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives937
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
003CLIFFORD CHANCE US LLP TAX-DEFERRED SAVINGS AND PROFIT-SHARING PLAN I401k$205.7M3862024
007CLIFFORD CHANCE US LLP TAX-DEFERRED SAVINGS AND PROFIT-SHARING PLAN II401k$80.8M3072024
004CLIFFORD CHANCE US LLP ASSOCIATES TAX-DEFERRED SAVINGS PLAN401k$78.3M5292024
006CLIFFORD CHANCE US LLP PARTNER PENSION PLAN IITraditionalDB$28.1M1322024
005CLIFFORD CHANCE US LLP PARTNER PENSION PLAN ITraditionalDB$28.1M1322024
001CLIFFORD CHANCE US LLP DEFINED BENEFIT PLANTraditionalDB$1.1M562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLIFFORD CHANCE US LLP HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$2.6M9372024
Retirement plans
Welfare plans
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