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Sponsor portfolio

WILEY REIN LLP

EIN 52-1289988-law practice-Latest filing 2024
Plans
3
Retirement
2
$352.9M assets
Welfare
1
$6.4M premiums
Participants
1,491
2050 M STREET NW - WASHINGTON, DC 20036202-719-3268wiley.lawLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$336.8M - 719 part#006CashBalance-$16.1M - 114 part#501Mixed-$6.4M - 635 lives

Retirement portfolio analytics

2 plans aggregated / $352.9M assets / 833 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • LLP RETIREMENT PLAN (#003)95%
  • PLAN FOR PARTNERS (#006)5%
Total $352.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT PLAN (#003)719
  • PLAN FOR PARTNERS (#006)114
Total 833Click row to drill in

Benefits portfolio analytics

1 plan / $6.4M premiums / 635 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Prescription drug$5.2M
  • Long-term disability$576K
  • Dental$330K
  • Other$300K
  • Life$232K
  • +1 more
Total $6.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITEDHEALTHCARE INSURANCE COMPANY80%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • LIFESECURE INSURANCE COMPANY1%
  • +1 more
Total $6.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • MICHAEL J GENOVESE55%
  • NFP INSURANCE SERVICES INC13%
  • NYLIFE SECURITIES LLC12%
  • MICAHEL J GENOVESE9%
  • J MANNING AND ASSOCIATES4%
  • +2 more
Total $53K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WILEY REIN LLP RETIREMENT PLAN

401k

Assets$336.8M
Participants719
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

WILEY REIN LLP RETIREMENT PLAN FOR PARTNERS

CashBalance

Assets$16.1M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILEY REIN GROUP WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.4M
Covered lives635
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WILEY REIN LLP RETIREMENT PLAN401k$336.8M7192024
006WILEY REIN LLP RETIREMENT PLAN FOR PARTNERSCashBalance$16.1M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILEY REIN GROUP WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$6.4M6352024
Retirement plans
Welfare plans
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