PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MORGAN, LEWIS & BOCKIUS LLP
Sponsor portfolio

MORGAN, LEWIS & BOCKIUS LLP

EIN 23-0891050-law practice-Latest filing 2025
Plans
5
Retirement
4
$2.78B assets
Welfare
1
$15.0M premiums
Participants
14,105
2222 MARKET STREET - PHILADELPHIA, PA 191033007215-963-5000morganlewis.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
5 filings
#005401k-$1.47B - 5,179 part#009ProfitSharing-$781.5M - 3,332 part#014CashBalance-$487.5M - 1,371 part#002TraditionalDB-$42.2M - 674 part#501Fully Insured-$15.0M - 3,908 lives

Retirement portfolio analytics

4 plans aggregated / $2.78B assets / 10,556 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SAVER RETIREMENT PLAN (#005)53%
  • DEFINED CONTRIBUTION PLAN (#009)28%
  • CASH BALANCE PLAN (#014)18%
  • LLP EMPLOYEES PENSION (#002)2%
Total $2.78BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVER RETIREMENT PLAN (#005)5,179
  • DEFINED CONTRIBUTION PLAN (#009)3,332
  • CASH BALANCE PLAN (#014)1,371
  • LLP EMPLOYEES PENSION (#002)674
Total 10,556Click row to drill in

Benefits portfolio analytics

1 plan / $15.0M premiums / 3,908 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Long-term disability$4.6M
  • Life$3.6M
  • Prescription drug$2.1M
  • Dental$1.9M
  • Other$1.1M
  • +1 more
Total $15.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
31%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA31%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • UPMC HEALTH OPTIONS8%
  • +3 more
Total $15.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • ALLIANT INSURANCE SERVICES, INC.63%
  • AON CONSULTING INC37%
Total $458K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

MORGAN, LEWIS & BOCKIUS LLP TAX SAVER RETIREMENT PLAN

401k

Assets$1.47B
Participants5,179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$781.5M
Participants3,332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN

CashBalance

Assets$487.5M
Participants1,371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN

TraditionalDB

Assets$42.2M
Participants674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORGAN LEWIS & BOCKIUS LLP MASTER WELFARE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$15.0M
Covered lives3,908
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
005MORGAN, LEWIS & BOCKIUS LLP TAX SAVER RETIREMENT PLAN401k$1.47B5,1792025
009MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLANProfitSharing$781.5M3,3322025
014MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLANCashBalance$487.5M1,3712025
002MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLANTraditionalDB$42.2M6742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORGAN LEWIS & BOCKIUS LLP MASTER WELFARE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$15.0M3,9082025
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