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WILLIAMS & CONNOLLY LLP

EIN 52-0851221-law practice-Latest filing 2024
Plans
6
Retirement
4
$626.1M assets
Welfare
2
$3.4M premiums
Participants
4,129
680 MAINE AVE SW - WASHINGTON, DC 20024202-434-5000wc.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
6 filings
#002ProfitSharing-$282.7M - 759 part#003401k-$162.4M - 724 part#006401k-$112.6M - 930 part#004ProfitSharing-$68.4M - 696 part#503Mixed-$3.4M - 707 lives#505Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $626.1M assets / 3,109 participants

Assets by plan

Share of aggregate retirement assets

45%top
  • PLAN AND TRUST (#002)45%
  • PLAN AND TRUST (#003)26%
  • PLAN AND TRUST (#006)18%
  • OTHER SPECIFIED EMPLOYEES (#004)11%
Total $626.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • CHARLES SCHWAB & CO., INC.89%
  • (Not disclosed)11%
Total $626.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#006)930
  • PLAN AND TRUST (#002)759
  • PLAN AND TRUST (#003)724
  • OTHER SPECIFIED EMPLOYEES (#004)696
Total 3,109Click row to drill in

Benefits portfolio analytics

2 plans / $3.4M premiums / 707 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$2.4M
  • Life$610K
  • Other$498K
  • Dental$2K
Total $3.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA99%
  • THE PAUL REVERE LIFE INSURANCE COMPANY1%
  • ZURICH AMERICAN INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $3.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • WILLIAM B MINTURN36%
  • PATRICK M DUNN25%
  • MARSH & MCLENNAN AGENCY LLC19%
  • NFP INSURANCE SERVICES INC15%
  • NEW ENGLAND EMPLOYEE BENEFITS CO2%
  • +2 more
Total $354K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$282.7M
Participants759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST

401k

Assets$162.4M
Participants724
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

WILLIAMS & CONNOLLY LLP 401(K) SAVINGS PLAN AND TRUST

401k

Assets$112.6M
Participants930
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN FOR SECRETARIAL AND CERTAIN OTHER SPECIFIED EMPLOYEES

ProfitSharing

Assets$68.4M
Participants696
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WILLIAMS & CONNOLLY LLP BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.4M
Covered lives707
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WILLIAMS & CONNOLLY LLP EMPLOYEES SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN AND TRUSTProfitSharing$282.7M7592024
003WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST401k$162.4M7242024
006WILLIAMS & CONNOLLY LLP 401(K) SAVINGS PLAN AND TRUST401k$112.6M9302024
004WILLIAMS & CONNOLLY LLP PROFIT SHARING PLAN FOR SECRETARIAL AND CERTAIN OTHER SPECIFIED EMPLOYEESProfitSharing$68.4M6962024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WILLIAMS & CONNOLLY LLP BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$3.4M7072024
505WILLIAMS & CONNOLLY LLP EMPLOYEES SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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