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Sponsor portfolio

LOWENSTEIN SANDLER LLP

EIN 46-0920520-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
8
Retirement
7
$450.0M assets
Welfare
1
$2.1M premiums
Participants
3,016
ONE LOWENSTEIN DRIVE - ROSELAND, NJ 07068973-597-2500
Plans on this EIN
8 filings
#006401k-$136.8M - 496 part#007ProfitSharing-$101.4M - 382 part#005401k-$84.4M - 569 part#002TraditionalDB-$75.2M - 390 part#009ProfitSharing-$34.1M - 359 part#012CashBalance-$9.1M - 67 part#013CashBalance-$9.1M - 67 part#501Mixed-$2.1M - 827 lives

Retirement portfolio analytics

7 plans aggregated / $450.0M assets / 2,330 participants

Assets by plan

Share of aggregate retirement assets

30%top
  • SANDLER 1992 401(K) (#006)30%
  • PROFIT SHARING PLAN (#007)23%
  • LOWENSTEIN SANDLER 401(K) (#005)19%
  • SANDLER EMPLOYEES' PENSION (#002)17%
  • PROFIT SHARING PLAN (#009)8%
  • +2 more
Total $450.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • THE VANGUARD GROUP, INC.79%
  • (Not disclosed)21%
Total $450.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOWENSTEIN SANDLER 401(K) (#005)569
  • SANDLER 1992 401(K) (#006)496
  • SANDLER EMPLOYEES' PENSION (#002)390
  • PROFIT SHARING PLAN (#007)382
  • PROFIT SHARING PLAN (#009)359
  • BALANCE PLAN I (#012)67
  • +1 more
Total 2,330Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 827 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.3M
  • Health$439K
  • Dental$439K
  • Life$254K
  • Other$64K
  • Vision$53K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA76%
  • AETNA LIFE INSURANCE COMPANY21%
  • EYEMED VISION CARE3%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • EDGEWOOD PARTNERS INSURANCE CENTER96%
  • MMG AGENCY INC.4%
Total $55K2 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$136.8M
Participants496
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

LOWENSTEIN SANDLER PROFIT SHARING PLAN

ProfitSharing

Assets$101.4M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

LOWENSTEIN SANDLER 401(K) PLAN

401k

Assets$84.4M
Participants569
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$34.1M
Participants359
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$2.1M
Covered lives827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans7

Plan #NameTypeAssetsParticipantsLatest year
006LOWENSTEIN SANDLER 1992 401(K) PLAN401k$136.8M4962024
007LOWENSTEIN SANDLER PROFIT SHARING PLANProfitSharing$101.4M3822024
005LOWENSTEIN SANDLER 401(K) PLAN401k$84.4M5692024
002LOWENSTEIN SANDLER EMPLOYEES' PENSION PLANTraditionalDB$75.2M3902024
009LOWENSTEIN SANDLER 2016 PROFIT SHARING PLANProfitSharing$34.1M3592024
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$2.1M8272024
Retirement plans
Welfare plans
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