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DORSEY & WHITNEY LLP

EIN 41-0223337-law practice-Latest filing 2024
Plans
9
Retirement
3
$777.9M assets
Welfare
6
$1.5M premiums
Participants
6,392
50 S. 6TH ST. SUITE 1500 - MINNEAPOLIS, MN 554021498612-492-5195dorsey.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
9 filings
#003401k-$678.6M - 1,906 part#006CashBalance-$84.0M - 232 part#005TraditionalDB-$15.2M - 217 part#503Fully Insured-$926K - 1,125 lives#501Fully Insured-$546K - 1,117 lives#502Self Funded-0 lives#505Self Funded-0 lives#507Self Funded-0 lives#508Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $777.9M assets / 2,355 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • RETIREMENT AND Savings (#003)87%
  • CASH BALANCE PLAN (#006)11%
  • LLP SUPPLEMENTAL PENSION (#005)2%
Total $777.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • THE VANGUARD GROUP, INC.87%
  • (Not disclosed)13%
Total $777.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#003)1,906
  • CASH BALANCE PLAN (#006)232
  • LLP SUPPLEMENTAL PENSION (#005)217
Total 2,355Click row to drill in

Benefits portfolio analytics

6 plans / $1.5M premiums / 2,242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$926K
  • Life$546K
  • Other$546K
Total $1.5M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Split broker
55%top
  • USI INSURANCE SERVICES LLC55%
  • MERCER HEALTH AND BENEFITS, LLC45%
Total $36K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DORSEY & WHITNEY 401(K) RETIREMENT AND SAVINGS PLAN

401k

Assets$678.6M
Participants1,906
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

DORSEY & WHITNEY LLP CASH BALANCE PLAN

CashBalance

Assets$84.0M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

DORSEY & WHITNEY LLP SUPPLEMENTAL PENSION PLAN

TraditionalDB

Assets$15.2M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DORSEY AND WHITNEY LLP DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$926K
Covered lives1,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DORSEY AND WHITNEY LLP LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$546K
Covered lives1,117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DORSEY AND WHITNEY LLP HEALTH CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DORSEY AND WHITNEY LLP VISION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

DORSEY AND WHITNEY LLP HEALTH CARE REIMBURSEMENT ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

DORSEY & WHITNEY LLP RETIREE HEALTH CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003DORSEY & WHITNEY 401(K) RETIREMENT AND SAVINGS PLAN401k$678.6M1,9062024
006DORSEY & WHITNEY LLP CASH BALANCE PLANCashBalance$84.0M2322024
005DORSEY & WHITNEY LLP SUPPLEMENTAL PENSION PLANTraditionalDB$15.2M2172024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DORSEY AND WHITNEY LLP DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$926K1,1252024
501DORSEY AND WHITNEY LLP LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$546K1,1172024
502DORSEY AND WHITNEY LLP HEALTH CARE PLANSelf Funded-$002024
505DORSEY AND WHITNEY LLP VISION PLANSelf Funded-$002024
507DORSEY AND WHITNEY LLP HEALTH CARE REIMBURSEMENT ACCOUNT PLANSelf Funded-$002024
508DORSEY & WHITNEY LLP RETIREE HEALTH CARE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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