Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JACKSON LEWIS P.C.
EIN 46-3862389law practiceLatest filing 2025
Plans
4
Retirement
3
$777.3M assets
Welfare
1
$3.5M premiums
Participants
5,896
1133 WESTCHESTER AVE., SUITE S125 - WEST HARRISON, NY 10604914-872-6767jacksonlewis.comLinkedIn1001-5000 employeeslaw practice
Retirement portfolio analytics
3 plans aggregated / $777.3M assets / 3,793 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
94%top
- (Not disclosed)94%
- MATRIX TRUST COMPANY6%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.5M premiums / 2,017 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.4M
- Life$985K
- Other$634K
- Short-term disability$556K
- Vision$254K
- Health$83K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA89%
- VISION SERVICE PLAN7%
- TRIPLE S SALUD, INC.2%
- WORKPLACE OPTIONS1%
Broker market share
Schedule A broker compensation
97%top
- MERCER HEALTH AND BENEFITS, LLC97%
- MARSH & MCLENNAN AGENCY LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN
401k
Assets$703.0M
Participants2,852
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE JACKSON LEWIS P.C. CASH BALANCE PLAN II
CashBalance
Assets$49.1M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JACKSON LEWIS P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$25.2M
Participants615
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JACKSON LEWIS P.C. WELFARE PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$3.5M
Covered lives2,017
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN | 401k | $703.0M | 2,852 | 2025 | |
| 004 | THE JACKSON LEWIS P.C. CASH BALANCE PLAN II | CashBalance | $49.1M | 326 | 2025 | |
| 003 | JACKSON LEWIS P.C. PROFIT SHARING PLAN | ProfitSharing | $25.2M | 615 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JACKSON LEWIS P.C. WELFARE PLAN | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $3.5M | 2,017 | 2025 |
Retirement plans
Welfare plans