PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MCDERMOTT WILL & SCHULTE LLP
Sponsor portfolioTH

MCDERMOTT WILL & SCHULTE LLP

EIN 36-1453176-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
9
Retirement
8
$2.19B assets
Welfare
1
$6.6M premiums
Participants
6,892
444 WEST LAKE STREET, SUITE 4000 - CHICAGO, IL 606060029312-372-2000
Plans on this EIN
9 filings
#005401k-$1.39B - 3,180 part#006CashBalance-$201.2M - 278 part#001401k-$166.9M - 345 part#028Nonqualified-$145.1M - 171 part#030401k-$141.5M - 322 part#002401k-$70.3M - 564 part#029CashBalance-$40.4M - 96 part#031CashBalance-$39.7M - 96 part#501Mixed-$6.6M - 2,997 lives

Retirement portfolio analytics

8 plans aggregated / $2.19B assets / 5,052 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • AND RETIREMENT PLAN (#005)63%
  • CASH BALANCE PLAN (#006)9%
  • ZABEL LLP Savings (#001)8%
  • SUPPLEMENTAL RETIREMENT PLAN (#028)7%
  • LLP THRIFT PLAN (#030)6%
  • +3 more
Total $2.19BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • CHARLES SCHWAB & CO., INC.63%
  • (Not disclosed)37%
Total $2.19BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#005)3,180
  • LLP ASSOCIATES Savings (#002)564
  • ZABEL LLP Savings (#001)345
  • LLP THRIFT PLAN (#030)322
  • CASH BALANCE PLAN (#006)278
  • SUPPLEMENTAL RETIREMENT PLAN (#028)171
  • +2 more
Total 5,052Click row to drill in

Benefits portfolio analytics

1 plan / $6.6M premiums / 2,997 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.3M
  • Dental$6.0M
  • Life$6.0M
  • Long-term disability$6.0M
  • Vision$278K
Total $6.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • METROPOLITAN LIFE INSURANCE COMPANY91%
  • EYEMED VISION CARE4%
  • HEADSPACE, INC.3%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
  • TELADOC1%
Total $6.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • ALLIANT INSURANCE SERVICES, INC.69%
  • WILLIS TOWERS WATSON US LLC31%
Total $250K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

MW&E SAVINGS AND RETIREMENT PLAN

401k

Assets$1.39B
Participants3,180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

MW&E CASH BALANCE PLAN

CashBalance

Assets$201.2M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCHULTE ROTH & ZABEL LLP SAVINGS PLAN

401k

Assets$166.9M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#028

SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN

Nonqualified

Assets$145.1M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#030

SCHULTE ROTH & ZABEL LLP THRIFT PLAN

401k

Assets$141.5M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN

401k

Assets$70.3M
Participants564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#029

SCHULTE ROTH & ZABEL LLP PARTNERS' PENSION PLAN

CashBalance

Assets$40.4M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#031

SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN

CashBalance

Assets$39.7M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCDERMOTT WILL & EMERY LLP GROUP BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$6.6M
Covered lives2,997
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans8

Plan #NameTypeAssetsParticipantsLatest year
005MW&E SAVINGS AND RETIREMENT PLAN401k$1.39B3,1802024
006MW&E CASH BALANCE PLANCashBalance$201.2M2782024
001SCHULTE ROTH & ZABEL LLP SAVINGS PLAN401k$166.9M3452024
028SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLANNonqualified$145.1M1712024
030SCHULTE ROTH & ZABEL LLP THRIFT PLAN401k$141.5M3222024
002SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN401k$70.3M5642024
029SCHULTE ROTH & ZABEL LLP PARTNERS' PENSION PLANCashBalance$40.4M962024
031SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLANCashBalance$39.7M962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCDERMOTT WILL & EMERY LLP GROUP BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$6.6M2,9972024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica