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Sponsor portfolioTH

KATTEN MUCHIN ROSENMAN LLP

EIN 36-2796532-law practice-Latest filing 2024
Plans
3
Retirement
2
$793.8M assets
Welfare
1
$4.2M premiums
Participants
3,137
525 W. MONROE STREET, SUITE 1900 - CHICAGO, IL 606613693312-902-5200katten.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filings
#007401k-$793.3M - 1,992 part#010TraditionalDB-$477K - 0 part#501Mixed-$4.2M - 1,992 lives

Retirement portfolio analytics

2 plans aggregated / $793.8M assets / 1,992 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • DEFINED CONTRIBUTION PLAN (#007)100%
  • ROSENMAN LLP PENSION (#010)0%
Total $793.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
  • (Not disclosed)0%
Total $793.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#007)1,992
Total 1,992Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 1,992 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.1M
  • Long-term disability$868K
  • Dental$727K
  • Other$340K
  • Life$308K
  • Vision$156K
Total $4.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY50%
  • STANDARD INSURANCE COMPANY21%
  • DELTA DENTAL OF CALIFORNIA18%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN4%
  • +2 more
Total $4.2M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $94K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN

401k

Assets$793.3M
Participants1,992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

THE KATTEN MUCHIN ROSENMAN LLP PENSION PLAN

TraditionalDB

Assets$477K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KATTEN MUCHIN ROSENMAN LLP WELFARE BENEFIT PLAN

Mixed - HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY

Premiums$4.2M
Covered lives1,992
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
007KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN401k$793.3M1,9922024
010THE KATTEN MUCHIN ROSENMAN LLP PENSION PLANTraditionalDB$477K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KATTEN MUCHIN ROSENMAN LLP WELFARE BENEFIT PLANMixedHEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY$4.2M1,9922024
Retirement plans
Welfare plans
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