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CLEARY GOTTLIEB STEEN & HAMILTON LLP

EIN 13-5599083-law practice-Latest filing 2025
Plans
4
Retirement
3
$1.17B assets
Welfare
1
$4.0M premiums
Participants
6,076
ONE LIBERTY PLAZA, 43RD FLOOR - NEW YORK, NY 10006212-225-3133clearygottlieb.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
4 filings
#004401k-$563.5M - 2,414 part#003401k-$545.7M - 585 part#007CashBalance-$60.7M - 257 part#501Fully Insured-$4.0M - 2,311 lives

Retirement portfolio analytics

3 plans aggregated / $1.17B assets / 3,256 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • SAVINGS (PLAN B) (#004)48%
  • SAVINGS (PLAN A) (#003)47%
  • CASH BALANCE PLAN (#007)5%
Total $1.17BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS (PLAN B) (#004)2,414
  • SAVINGS (PLAN A) (#003)585
  • CASH BALANCE PLAN (#007)257
Total 3,256Click row to drill in

Benefits portfolio analytics

1 plan / $4.0M premiums / 2,311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Long-term disability$1.3M
  • Dental$1.0M
  • Other$523K
  • Life$338K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
33%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA33%
  • UNITEDHEALTHCARE INSURANCE COMPANY17%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • EMBLEMHEALTH11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • +3 more
Total $4.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MERCER HEALTH AND BENEFITS, LLC74%
  • NFP INSURANCE SERVICES INC23%
  • AON CONSULTING INC3%
  • M FINANCIAL HOLDINGS INC1%
Total $275K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS (PLAN B)

401k

Assets$563.5M
Participants2,414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS (PLAN A)

401k

Assets$545.7M
Participants585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

CLEARY GOTTLIEB STEEN & HAMILTON LLP 2013 CASH BALANCE PLAN

CashBalance

Assets$60.7M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEARY GOTTLIEB STEEN AND HAMILTON LLP HEALTH AND WELFARE BENEFIT PROGRAM

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives2,311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS (PLAN B)401k$563.5M2,4142024
003CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS (PLAN A)401k$545.7M5852024
007CLEARY GOTTLIEB STEEN & HAMILTON LLP 2013 CASH BALANCE PLANCashBalance$60.7M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEARY GOTTLIEB STEEN AND HAMILTON LLP HEALTH AND WELFARE BENEFIT PROGRAMFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$4.0M2,3112025
Retirement plans
Welfare plans
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