PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. DUANE MORRIS LLP
Sponsor portfolioTH

DUANE MORRIS LLP

EIN 23-1392502-law practice-Latest filing 2024
Plans
8
Retirement
5
$995.0M assets
Welfare
3
$20.9M premiums
Participants
8,016
30 S 17TH ST - PHILADELPHIA, PA 191034196215-979-1000duanemorris.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
8 filings
#003401k-$411.9M - 1,680 part#002MoneyPurchase-$338.0M - 569 part#001CashBalance-$84.1M - 1,638 part#004401k-$82.4M - 706 part#006CashBalance-$78.5M - 86 part#502Mewa-$20.4M - 2,216 lives#501Mewa-$530K - 268 lives#503Mewa-0 lives

Retirement portfolio analytics

5 plans aggregated / $995.0M assets / 4,679 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • INCENTIVE SAVINGS 401(K) (#003)41%
  • MORRIS RETIREMENT PLAN (#002)34%
  • MORRIS EMPLOYEES' PENSION (#001)8%
  • MORRIS ASSOCIATES' 401(K) (#004)8%
  • SUPPLEMENTAL RETIREMENT PLAN (#006)8%
Total $995.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
50%top
  • (Not disclosed)50%
  • CHARLES SCHWAB & CO., INC.50%
Total $995.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INCENTIVE SAVINGS 401(K) (#003)1,680
  • MORRIS EMPLOYEES' PENSION (#001)1,638
  • MORRIS ASSOCIATES' 401(K) (#004)706
  • MORRIS RETIREMENT PLAN (#002)569
  • SUPPLEMENTAL RETIREMENT PLAN (#006)86
Total 4,679Click row to drill in

Benefits portfolio analytics

3 plans / $20.9M premiums / 2,484 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.7M
  • Other$3.6M
  • Vision$2.5M
  • Life$1.2M
  • Dental$976K
  • Long-term disability$530K
  • +1 more
Total $20.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • +3 more
Total $20.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • GALLAGHER BENEFIT SERVICES, INC.62%
  • NFP INSURANCE SERVICES INC18%
  • SAFEGUARD GROUP INC11%
  • JAMES R NELLIGAN & ASSOCIATES LLC7%
  • PATRIOT GROWTH INSURANCE SERVICES2%
  • +2 more
Total $474K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN

401k

Assets$411.9M
Participants1,680
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DUANE MORRIS RETIREMENT PLAN

MoneyPurchase

Assets$338.0M
Participants569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DUANE MORRIS EMPLOYEES' PENSION PLAN

CashBalance

Assets$84.1M
Participants1,638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DUANE MORRIS ASSOCIATES' 401(K) PLAN

401k

Assets$82.4M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

DUANE MORRIS SUPPLEMENTAL RETIREMENT PLAN

CashBalance

Assets$78.5M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEDICAL, MAJOR MEDICAL, AD&D, AND GROUP LIFE INSURANCE FOR STAFF, ASSOCIATES & PARTNERS OF DUANE MORRIS LLP

Mewa - INDEPENDENCE BLUE CROSS

Premiums$20.4M
Covered lives2,216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LONG TERM DISABILITY PLAN FOR STAFF ASSOCIATES AND PARTNERS

Mewa - PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$530K
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DUANE MORRIS FLEXIBLE BENEFITS PLAN

Mewa

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
003DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN401k$411.9M1,6802024
002DUANE MORRIS RETIREMENT PLANMoneyPurchase$338.0M5692024
001DUANE MORRIS EMPLOYEES' PENSION PLANCashBalance$84.1M1,6382024
004DUANE MORRIS ASSOCIATES' 401(K) PLAN401k$82.4M7062024
006DUANE MORRIS SUPPLEMENTAL RETIREMENT PLANCashBalance$78.5M862024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEDICAL, MAJOR MEDICAL, AD&D, AND GROUP LIFE INSURANCE FOR STAFF, ASSOCIATES & PARTNERS OF DUANE MORRIS LLPMewaINDEPENDENCE BLUE CROSS$20.4M2,2162024
501LONG TERM DISABILITY PLAN FOR STAFF ASSOCIATES AND PARTNERSMewaPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$530K2682024
503DUANE MORRIS FLEXIBLE BENEFITS PLANMewa-$002024
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