PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. PATTERSON BELKNAP WEBB & TYLER LLP
Sponsor portfolio

PATTERSON BELKNAP WEBB & TYLER LLP

EIN 13-5622951-law practice-Latest filing 2024
Plans
6
Retirement
5
$294.8M assets
Welfare
1
$7.1M premiums
Participants
1,336
1133 AVENUE OF THE AMERICAS - NEW YORK, NY 100366710212-336-2000pbwt.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
6 filings
#004401k-$93.2M - 209 part#002401k-$89.3M - 370 part#003ProfitSharing-$51.8M - 251 part#001ProfitSharing-$47.0M - 127 part#006CashBalance-$13.5M - 61 part#501Fully Insured-$7.1M - 445 lives

Retirement portfolio analytics

5 plans aggregated / $294.8M assets / 1,018 participants

Assets by plan

Share of aggregate retirement assets

32%top
  • & TYLER LLP (#004)32%
  • & TYLER LLP (#002)30%
  • & TYLER LLP (#003)18%
  • & TYLER LLP (#001)16%
  • CASH BALANCE PLAN (#006)5%
Total $294.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • THE VANGUARD GROUP, INC.95%
  • (Not disclosed)5%
Total $294.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & TYLER LLP (#002)370
  • & TYLER LLP (#003)251
  • & TYLER LLP (#004)209
  • & TYLER LLP (#001)127
  • CASH BALANCE PLAN (#006)61
Total 1,018Click row to drill in

Benefits portfolio analytics

1 plan / $7.1M premiums / 445 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Dental$6.5M
  • Vision$6.5M
  • Prescription drug$6.5M
  • Other$588K
  • Life$583K
  • +1 more
Total $7.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $7.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $15K1 slice

Plan deep-dives

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

401(K) PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP

401k

Assets$93.2M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

401(K) PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP

401k

Assets$89.3M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DEFINED CONTRIBUTION PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP

ProfitSharing

Assets$51.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP

ProfitSharing

Assets$47.0M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

PATTERSON BELKNAP PARTNERS CASH BALANCE PLAN

CashBalance

Assets$13.5M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATTERSON BELKNAP HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$7.1M
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
004401(K) PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP401k$93.2M2092024
002401(K) PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP401k$89.3M3702024
003DEFINED CONTRIBUTION PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLPProfitSharing$51.8M2512024
001DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLPProfitSharing$47.0M1272024
006PATTERSON BELKNAP PARTNERS CASH BALANCE PLANCashBalance$13.5M612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATTERSON BELKNAP HEALTH AND WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$7.1M4452024
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