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DUANE MORRIS LLP

EIN 23-1392502-law practice-Latest filing 2025
Plans
8
Retirement
5
$995.0M assets
Welfare
3
$22.3M premiums
Participants
8,071
30 S 17TH ST FL 6 - PHILADELPHIA, PA 191034011215-979-1000duanemorris.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-$20.7M - 2,163 lives#501Mewa-$1.5M - 1,437 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 / $22.3M premiums / 3,600 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.4M
  • Other$3.5M
  • Vision$2.4M
  • Long-term disability$1.5M
  • Life$1.2M
  • Dental$989K
  • +1 more
Total $22.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA4%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • +3 more
Total $22.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • PENTRA LLC40%
  • THE SAFEGARD GROUP INC25%
  • PATRIOT GROWTH INSURANCE SERVICES20%
  • JAMES R NELLIGAN & ASSOCIATES LLC16%
  • AON CONSULTING INC0%
Total $208K5 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$20.7M
Covered lives2,163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LONG TERM DISABILITY PLAN FOR STAFF ASSOCIATES AND PARTNERS

Mewa - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives1,437
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$20.7M2,1632025
501LONG TERM DISABILITY PLAN FOR STAFF ASSOCIATES AND PARTNERSMewaUNUM LIFE INSURANCE COMPANY OF AMERICA$1.5M1,4372025
503DUANE MORRIS FLEXIBLE BENEFITS PLANMewa-$002025
Retirement plans
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