Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Mewa - NORTHWESTERN MUTUAL
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | 401k | $435.5M | 1,083 | 2024 | |
| 005 | VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN | CashBalance | $34.5M | 208 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | VORYS SATER SEYMOUR AND PEASE LLP HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.5M | 1,031 | 2024 | |
| 002 | VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | Mewa | NORTHWESTERN MUTUAL | $0 | 1 | 2024 |