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Sponsor portfolio

KLEHR HARRISON HARVEY BRANZBURG LLP

EIN 23-1973697-law practice-Latest filing 2025
Plans
4
Retirement
2
$95.6M assets
Welfare
2
$629K premiums
Participants
472
1835 MARKET ST STE 1400 - PHILADELPHIA, PA 191032945215-569-1771klehr.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$90.5M - 127 part#002401k-$5.1M - 84 part#501Self Funded-$434K - 126 lives#502Fully Insured-$195K - 134 lives

Retirement portfolio analytics

2 plans aggregated / $95.6M assets / 211 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#001)95%
  • ASSOCIATES & PARALEGALS (#002)5%
Total $95.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)127
  • ASSOCIATES & PARALEGALS (#002)84
Total 211Click row to drill in

Benefits portfolio analytics

2 plans / $629K premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$122K
  • Life$74K
Total $195K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $195K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $27K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN

401k

Assets$90.5M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) SALARY DEFERRAL PLAN ASSOCIATES & PARALEGALS

401k

Assets$5.1M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KLEHR HARRISON HARVEY BRANZBURG LLP EMPLOYEE HEALTH INSURANCE PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY

Premiums$434K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KLEHR HARRISON HARVEY BRANZBURG LIFE AND LONG TERM DISABILITY PLAN

Fully Insured - LINCOLN NATIONAL INSURANCE COMPANY

Premiums$195K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN401k$90.5M1272024
002KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) SALARY DEFERRAL PLAN ASSOCIATES & PARALEGALS401k$5.1M842024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KLEHR HARRISON HARVEY BRANZBURG LLP EMPLOYEE HEALTH INSURANCE PLANSelf FundedSUN LIFE ASSURANCE COMPANY$434K1262024
502KLEHR HARRISON HARVEY BRANZBURG LIFE AND LONG TERM DISABILITY PLANFully InsuredLINCOLN NATIONAL INSURANCE COMPANY$195K1342025
Retirement plans
Welfare plans
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