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Sponsor portfolio

WALSWORTH LLP

EIN 33-0337552-law practice-Latest filing 2025
Plans
2
Retirement
1
$28.7M assets
Welfare
1
$1.8M premiums
Participants
302
19900 MACARTHUR BLVD, SUITE 1150 - IRVINE, CA 92612714-634-0686wfbm.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$28.7M - 183 part#501Fully Insured-$1.8M - 114 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Life$120K
  • Other$120K
  • Long-term disability$84K
  • Dental$80K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
  • KAISER FOUNDATION HEALTH PLAN INC28%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $74K1 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

WALSWORTH, LLP 401(K) PLAN

401k

Assets$28.7M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALSWORTH LLP CAFETERIA PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALSWORTH, LLP 401(K) PLAN401k$28.7M1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALSWORTH LLP CAFETERIA PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.8M1142025
Retirement plans
Welfare plans
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