Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MORGAN, LEWIS & BOCKIUS LLP LISA SOLLEY
EIN 23-0891050law practiceLatest filing 2024
Plans
5
Retirement
4
$2.56B assets
Welfare
1
$15.4M premiums
Participants
13,857
2222 MARKET STREET - PHILADELPHIA, PA 191033007215-963-5000morganlewis.comLinkedIn1001-5000 employeeslaw practice
Retirement portfolio analytics
4 plans aggregated / $2.56B assets / 10,387 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- (Not disclosed)72%
- THE VANGUARD GROUP, INC.28%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $15.4M premiums / 3,427 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.5M
- Long-term disability$4.7M
- Life$3.9M
- Prescription drug$2.6M
- Dental$1.8M
- Other$1.2M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
30%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA30%
- METROPOLITAN LIFE INSURANCE COMPANY25%
- KAISER FOUNDATION HEALTH PLAN INC24%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
- UPMC HEALTH OPTIONS6%
- +3 more
Broker market share
Schedule A broker compensation
52%top
- ALLIANT INSURANCE SERVICES, INC.52%
- AON CONSULTING INC48%
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$1.34B
Participants5,000
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$714.0M
Participants3,260
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$468.3M
Participants1,422
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$43.7M
Participants705
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$15.4M
Covered lives3,427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | MORGAN, LEWIS & BOCKIUS LLP TAX SAVER RETIREMENT PLAN | 401k | $1.34B | 5,000 | 2024 | |
| 009 | MORGAN, LEWIS & BOCKIUS LLP DEFINED CONTRIBUTION PLAN | ProfitSharing | $714.0M | 3,260 | 2024 | |
| 014 | MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN | CashBalance | $468.3M | 1,422 | 2024 | |
| 002 | MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN | TraditionalDB | $43.7M | 705 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORGAN LEWIS & BOCKIUS LLP MASTER WELFARE BENEFIT PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15.4M | 3,427 | 2024 |
Retirement plans
Welfare plans