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Sponsor portfolio

FAEGRE DRINKER BIDDLE & REATH LLP

EIN 41-0244008-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$1.54B assets
Welfare
1
$6.1M premiums
Participants
6,063
2200 WELLS FARGO CENTER, 90 SOUTH 7TH STREET - MINNEAPOLIS, MN 55402612-766-7000
Plans on this EIN
3 filings
#033401k-$772.7M - 1,928 part#002401k-$768.2M - 1,966 part#501Mixed-$6.1M - 3,222 lives

Retirement portfolio analytics

2 plans aggregated / $1.54B assets / 3,894 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • SAVINGS PLAN 2 (#033)50%
  • SAVINGS PLAN 1 (#002)50%
Total $1.54BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $1.54BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 1 (#002)1,966
  • SAVINGS PLAN 2 (#033)1,928
Total 3,894Click row to drill in

Benefits portfolio analytics

1 plan / $6.1M premiums / 3,222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.6M
  • Life$4.4M
  • Long-term disability$4.4M
  • Dental$1.3M
  • Vision$184K
Total $6.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA72%
  • DELTA DENTAL OF CALIFORNIA22%
  • EYEMED VISION CARE3%
  • TRANSAMERICA LIFE INSURANCE COMPANY3%
  • CAREBRIDGE CORPORATION1%
  • +1 more
Total $6.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • AMERICAN BENEFITS & COMP SYSTEMS1%
Total $345K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

FAEGRE DRINKER RETIREMENT SAVINGS PLAN 2

401k

Assets$772.7M
Participants1,928
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1

401k

Assets$768.2M
Participants1,966
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAEGRE DRINKER BIDDLE & REATH WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$6.1M
Covered lives3,222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
033FAEGRE DRINKER RETIREMENT SAVINGS PLAN 2401k$772.7M1,9282024
002FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1401k$768.2M1,9662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAEGRE DRINKER BIDDLE & REATH WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$6.1M3,2222024
Retirement plans
Welfare plans
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