PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. DORSEY AND WHITNEY LLP
Sponsor portfolio

DORSEY AND WHITNEY LLP

EIN 41-0223337-law practice-Latest filing 2025
Plans
9
Retirement
3
$777.9M assets
Welfare
6
$1.6M premiums
Participants
6,659
50 SOUTH SIXTH STREET, SUITE 1500 - MINNEAPOLIS, MN 55402612-492-5164dorsey.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-$997K - 1,207 lives#501Fully Insured-$575K - 1,200 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 / $1.6M premiums / 2,407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$997K
  • Life$575K
  • Other$575K
Total $1.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $1.6M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $51K1 slice

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$997K
Covered lives1,207
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$575K
Covered lives1,200
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$997K1,2072025
501DORSEY AND WHITNEY LLP LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$575K1,2002025
502DORSEY AND WHITNEY LLP HEALTH CARE PLANSelf Funded-$002024
505DORSEY AND WHITNEY LLP VISION PLANSelf Funded-$002025
507DORSEY AND WHITNEY LLP HEALTH CARE REIMBURSEMENT ACCOUNT PLANSelf Funded-$002025
508DORSEY & WHITNEY LLP RETIREE HEALTH CARE PLANSelf Funded-$002024
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