Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$102.3M
Filings through .
Klehr Harrison Harvey Branzburg LLP
EIN 23-1973697law practiceLatest filing 2025
Plans
4
Retirement
2
$108.1M assets
Health & Benefits
2
$674K premiums
Participants
466
1835 MARKET STREET SUITE 1400 - PHILADELPHIA, PA 19103215-569-1771klehr.comLinkedIn51-200 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $108.1M assets / 206 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $674K premiums / 258 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$479K
- Long-term disability$122K
- Life$74K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN
401(k)
Assets$102.3M
Participants128
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) SALARY DEFERRAL PLAN ASSOCIATES & PARALEGALS
401(k)
Assets$5.9M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
KLEHR HARRISON HARVEY BRANZBURG LLP EMPLOYEE HEALTH INSURANCE PLAN
Self-funded - AVALON INSURANCE COMPANY
Premiums$479K
Covered lives124
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
KLEHR HARRISON HARVEY BRANZBURG LIFE AND LONG TERM DISABILITY PLAN
Fully insured - LINCOLN NATIONAL INSURANCE COMPANY
Premiums$195K
Covered lives134
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN | 401(k) | $102.3M | 128 | 2025 |
| #002 | KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) SALARY DEFERRAL PLAN ASSOCIATES & PARALEGALS | 401(k) | $5.9M | 78 | 2025 |
- #001 · 401(k) · 2025128
- #002 · 401(k) · 202578
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | KLEHR HARRISON HARVEY BRANZBURG LLP EMPLOYEE HEALTH INSURANCE PLAN | Self-funded | AVALON INSURANCE COMPANY | $479K | 124 | 2025 |
| #502 | KLEHR HARRISON HARVEY BRANZBURG LIFE AND LONG TERM DISABILITY PLAN | Fully insured | LINCOLN NATIONAL INSURANCE COMPANY | $195K | 134 | 2025 |
- #501 · Self-funded · AVALON INSURANCE COMPANY · 2025124
- #502 · Fully insured · LINCOLN NATIONAL INSURANCE COMPANY · 2025134
Retirement plans
Health & Benefits plans