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  2. JACKSON LEWIS P.C.
Sponsor portfolioTH

JACKSON LEWIS P.C.

EIN 46-3862389-law practice-Latest filing 2024
Plans
4
Retirement
3
$686.5M assets
Welfare
1
$3.8M premiums
Participants
5,706
1133 WESTCHESTER AVE., SUITE S125 - WEST HARRISON, NY 10604914-872-6767jacksonlewis.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$623.9M - 2,804 part#004CashBalance-$40.9M - 310 part#003ProfitSharing-$21.7M - 603 part#501Mixed-$3.8M - 1,968 lives

Retirement portfolio analytics

3 plans aggregated / $686.5M assets / 3,717 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • P.C. RETIREMENT Savings (#001)91%
  • BALANCE PLAN II (#004)6%
  • PROFIT SHARING PLAN (#003)3%
Total $686.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • (Not disclosed)94%
  • MATRIX TRUST COMPANY6%
Total $686.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. RETIREMENT Savings (#001)2,804
  • PROFIT SHARING PLAN (#003)603
  • BALANCE PLAN II (#004)310
Total 3,717Click row to drill in

Benefits portfolio analytics

1 plan / $3.8M premiums / 1,968 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.5M
  • Other$1.4M
  • Life$1.2M
  • Short-term disability$673K
  • Vision$243K
  • Health$75K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA60%
  • SUN LIFE ASSURANCE COMPANY OF CANADA30%
  • VISION SERVICE PLAN6%
  • TRIPLE S SALUD, INC.2%
  • WORKPLACE OPTIONS1%
Total $3.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ALLIANT INSURANCE SERVICES, INC.59%
  • MERCER HEALTH AND BENEFITS, LLC37%
  • NFP INSURANCE SERVICES INC3%
  • AEGIS INTERNATIONAL INSURANCE1%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $169K5 slices

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$623.9M
Participants2,804
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$40.9M
Participants310
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$21.7M
Participants603
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$3.8M
Covered lives1,968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN401k$623.9M2,8042024
004THE JACKSON LEWIS P.C. CASH BALANCE PLAN IICashBalance$40.9M3102024
003JACKSON LEWIS P.C. PROFIT SHARING PLANProfitSharing$21.7M6032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACKSON LEWIS P.C. WELFARE PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$3.8M1,9682024
Retirement plans
Welfare plans
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