Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VENABLE, LLP
EIN 52-0517250Latest filing 2025
Plans
4
Retirement
3
$766.3M assets
Welfare
1
$6.6M premiums
Participants
3,680
750 E. PRATT STREET, SUITE 900 - BALTIMORE, MD 21202410-244-7400
Retirement portfolio analytics
3 plans aggregated / $766.3M assets / 2,429 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- CHARLES SCHWAB & CO., INC.100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.6M premiums / 1,650 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.7M
- Other$2.6M
- Long-term disability$2.5M
- Health$1.7M
- Prescription drug$552K
- Vision$239K
Carrier market share
Premium dollars by Schedule A carrier
39%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA39%
- METROPOLITAN LIFE INSURANCE COMPANY32%
- KAISER FOUNDATION HEALTH PLAN INC25%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
76%top
- CETERA ADVISOR NETWORKS LLC76%
- WILLIS TOWERS WATSON US LLC23%
- RIGGS COUNSELMAN MICHAELS & DOWNES1%
- CHARLES D. BLOCK0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
VENABLE LLP 401(K) PLAN
401k
Assets$765.8M
Participants2,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
VENABLE LLP CASH BALANCE PLAN A
CashBalance
Assets$241K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
VENABLE LLP CASH BALANCE PLAN B
CashBalance
Assets$240K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
VENABLE, LLP HEALTH AND WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$6.6M
Covered lives1,650
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | VENABLE LLP 401(K) PLAN | 401k | $765.8M | 2,429 | 2024 | |
| 005 | VENABLE LLP CASH BALANCE PLAN A | CashBalance | $241K | 0 | 2024 | |
| 006 | VENABLE LLP CASH BALANCE PLAN B | CashBalance | $240K | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | VENABLE, LLP HEALTH AND WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6.6M | 1,650 | 2025 |
Retirement plans
Welfare plans