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WHITE & CASE LLP

EIN 13-5605970-law practice-Latest filing 2024
Plans
4
Retirement
3
$1.50B assets
Welfare
1
$10.8M premiums
Participants
6,131
1221 AVENUE OF THE AMERICAS - NEW YORK, NY 10020212-819-8200whitecase.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
4 filings
#004401k-$1.05B - 3,651 part#007TraditionalDB-$280.1M - 451 part#006TraditionalDB-$163.4M - 633 part#501Mixed-$10.8M - 6,480 lives

Retirement portfolio analytics

3 plans aggregated / $1.50B assets / 4,735 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • & CASE LLP (#004)70%
  • CASE LLP PENSION (#007)19%
  • RETIREMENT INCOME PLAN (#006)11%
Total $1.50BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE70%
  • (Not disclosed)30%
Total $1.50BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & CASE LLP (#004)3,651
  • RETIREMENT INCOME PLAN (#006)633
  • CASE LLP PENSION (#007)451
Total 4,735Click row to drill in

Benefits portfolio analytics

1 plan / $10.8M premiums / 6,480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$6.0M
  • Life$3.6M
  • Other$635K
  • Vision$354K
  • Dental$120K
  • Short-term disability$67K
Total $10.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • SECURIAN LIFE INSURANCE COMPANY27%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN3%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA3%
  • +1 more
Total $10.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • USI INSURANCE SERVICES LLC87%
  • SPECIAL RISK INSURANCE SERVICES INC10%
  • MATTHEW B. SCHOEN3%
  • ASSUREDPARTNERS0%
Total $508K4 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

SAVINGS AND INVESTMENT 401(K) PLAN OF WHITE & CASE LLP

401k

Assets$1.05B
Participants3,651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

WHITE & CASE LLP PENSION PLAN

TraditionalDB

Assets$280.1M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

WHITE & CASE LLP RETIREMENT INCOME PLAN

TraditionalDB

Assets$163.4M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WHITE & CASE LLP HEALTH AND WELFARE PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$10.8M
Covered lives6,480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004SAVINGS AND INVESTMENT 401(K) PLAN OF WHITE & CASE LLP401k$1.05B3,6512024
007WHITE & CASE LLP PENSION PLANTraditionalDB$280.1M4512024
006WHITE & CASE LLP RETIREMENT INCOME PLANTraditionalDB$163.4M6332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WHITE & CASE LLP HEALTH AND WELFARE PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$10.8M6,4802024
Retirement plans
Welfare plans
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