Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
K&L GATES LLP
EIN 25-0921018law practiceLatest filing 2024
Plans
6
Retirement
4
$1.56B assets
Welfare
2
$14.4M premiums
Participants
10,526
210 SIXTH AVENUE - PITTSBURGH, PA 152222613412-355-6500klgates.comLinkedIn1001-5000 employeeslaw practice
Retirement portfolio analytics
4 plans aggregated / $1.56B assets / 5,038 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $14.4M premiums / 5,748 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$5.7M
- Long-term disability$5.7M
- Dental$4.8M
- Other$4.8M
- Life$4.6M
- Vision$3.6M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
47%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA47%
- METROPOLITAN LIFE INSURANCE COMPANY32%
- AETNA LIFE INSURANCE COMPANY12%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
- ACE AMERICAN INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
92%top
- AON CONSULTING INC92%
- GATEWAY BENEFITS DBA THE5%
- LPL FINANCIAL CORP2%
- WILLIAM BEAR1%
- ANTHONY M PERRICELLI0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
K&L GATES 401(K) PLAN ALPHA
401k
Assets$969.7M
Participants2,173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
K&L GATES 401(K) PLAN BETA
401k
Assets$506.7M
Participants2,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
K&L GATES PARTNER CASH BALANCE PENSION PLAN BETA
CashBalance
Assets$43.6M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
K&L GATES PARTNER CASH BALANCE PENSION PLAN ALPHA
CashBalance
Assets$43.6M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
K&L GATES GROUP BENEFITS PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$12.6M
Covered lives4,006
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519
K&L GATES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION
Self Funded - AETNA LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives1,742
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | K&L GATES 401(K) PLAN ALPHA | 401k | $969.7M | 2,173 | 2024 | |
| 003 | K&L GATES 401(K) PLAN BETA | 401k | $506.7M | 2,051 | 2024 | |
| 008 | K&L GATES PARTNER CASH BALANCE PENSION PLAN BETA | CashBalance | $43.6M | 407 | 2024 | |
| 015 | K&L GATES PARTNER CASH BALANCE PENSION PLAN ALPHA | CashBalance | $43.6M | 407 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | K&L GATES GROUP BENEFITS PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12.6M | 4,006 | 2024 | |
| 519 | K&L GATES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION | Self Funded | AETNA LIFE INSURANCE COMPANY | $1.7M | 1,742 | 2024 |
Retirement plans
Welfare plans