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Sponsor portfolio

LOWENSTEIN SANDLER LLP

EIN 46-0920520-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
8
Retirement
7
$515.8M assets
Welfare
1
$2.2M premiums
Participants
2,995
ONE LOWENSTEIN DRIVE - ROSELAND, NJ 070681791973-597-2500
Plans on this EIN
8 filings
#006401k-$164.7M - 506 part#007ProfitSharing-$116.5M - 405 part#005401k-$97.8M - 583 part#002TraditionalDB-$75.2M - 390 part#009ProfitSharing-$43.4M - 388 part#012CashBalance-$9.1M - 67 part#013CashBalance-$9.1M - 67 part#501Mixed-$2.2M - 961 lives

Retirement portfolio analytics

7 plans aggregated / $515.8M assets / 2,406 participants

Assets by plan

Share of aggregate retirement assets

32%top
  • SANDLER 1992 401(K) (#006)32%
  • PROFIT SHARING PLAN (#007)23%
  • LOWENSTEIN SANDLER 401(K) (#005)19%
  • SANDLER EMPLOYEES' PENSION (#002)15%
  • PROFIT SHARING PLAN (#009)8%
  • +2 more
Total $515.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • THE VANGUARD GROUP, INC.82%
  • (Not disclosed)18%
Total $515.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOWENSTEIN SANDLER 401(K) (#005)583
  • SANDLER 1992 401(K) (#006)506
  • PROFIT SHARING PLAN (#007)405
  • SANDLER EMPLOYEES' PENSION (#002)390
  • PROFIT SHARING PLAN (#009)388
  • BALANCE PLAN I (#012)67
  • +1 more
Total 2,406Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 961 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.4M
  • Health$367K
  • Dental$367K
  • Life$285K
  • Other$70K
  • Vision$56K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA80%
  • AETNA LIFE INSURANCE COMPANY17%
  • EYEMED VISION CARE3%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • EDGEWOOD PARTNERS INSURANCE CENTER97%
  • MMG AGENCY INC.3%
Total $66K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

LOWENSTEIN SANDLER 1992 401(K) PLAN

401k

Assets$164.7M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

LOWENSTEIN SANDLER PROFIT SHARING PLAN

ProfitSharing

Assets$116.5M
Participants405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

LOWENSTEIN SANDLER 401(K) PLAN

401k

Assets$97.8M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOWENSTEIN SANDLER EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$75.2M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

LOWENSTEIN SANDLER 2016 PROFIT SHARING PLAN

ProfitSharing

Assets$43.4M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

LOWENSTEIN SANDLER CASH BALANCE PLAN I

CashBalance

Assets$9.1M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

LOWENSTEIN SANDLER CASH BALANCE PLAN II

CashBalance

Assets$9.1M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOWENSTEIN SANDLER, LLP WRAP PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.2M
Covered lives961
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans7

Plan #NameTypeAssetsParticipantsLatest year
006LOWENSTEIN SANDLER 1992 401(K) PLAN401k$164.7M5062025
007LOWENSTEIN SANDLER PROFIT SHARING PLANProfitSharing$116.5M4052025
005LOWENSTEIN SANDLER 401(K) PLAN401k$97.8M5832025
002LOWENSTEIN SANDLER EMPLOYEES' PENSION PLANTraditionalDB$75.2M3902024
009LOWENSTEIN SANDLER 2016 PROFIT SHARING PLANProfitSharing$43.4M3882025
012LOWENSTEIN SANDLER CASH BALANCE PLAN ICashBalance$9.1M672024
013LOWENSTEIN SANDLER CASH BALANCE PLAN IICashBalance$9.1M672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOWENSTEIN SANDLER, LLP WRAP PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.2M9612025
Retirement plans
Welfare plans
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