PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CLEARY GOTTLIEB STEEN & HAMILTON LLP
Sponsor portfolio

CLEARY GOTTLIEB STEEN & HAMILTON LLP

EIN 13-5599083-law practice-Latest filing 2024
Plans
4
Retirement
3
$1.17B assets
Welfare
1
$4.2M premiums
Participants
5,983
ONE LIBERTY PLAZA - NEW YORK, NY 100061404212-225-2000clearygottlieb.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-$4.2M - 2,438 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 / $4.2M premiums / 2,438 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Long-term disability$1.3M
  • Dental$1.2M
  • Other$583K
  • Life$309K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
32%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA32%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • AETNA LIFE INSURANCE COMPANY17%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • EMBLEMHEALTH9%
  • +3 more
Total $4.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • NFP INSURANCE SERVICES INC67%
  • MERCER HEALTH AND BENEFITS, LLC22%
  • WILLIS TOWERS WATSON US LLC6%
  • M FINANCIAL HOLDINGS INC3%
  • AON CONSULTING INC2%
Total $95K5 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$4.2M
Covered lives2,438
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$4.2M2,4382024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica