Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPTOE LLP
EIN 52-1349790law practiceLatest filing 2024
Plans
3
Retirement
2
$532.4M assets
Welfare
1
$10.9M premiums
Participants
2,083
1330 CONNECTICUT AVENUE, N.W. - WASHINGTON, DC 200361704202-429-3000steptoe.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $532.4M assets / 1,283 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $10.9M premiums / 1,456 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.2M
- Prescription drug$8.2M
- Dental$2.7M
- Other$2.6M
- Life$2.5M
- Long-term disability$2.5M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
74%top
- UNITEDHEALTHCARE INSURANCE COMPANY74%
- METROPOLITAN LIFE INSURANCE COMPANY23%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
- TELUS HEALTH (US) LTD.0%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STEPTOE LLP 401(K) AND PROFIT SHARING PLAN
401k
Assets$455.8M
Participants1,140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
STEPTOE LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$76.6M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516
STEPTOE LLP WRAP BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$10.9M
Covered lives1,456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEPTOE LLP 401(K) AND PROFIT SHARING PLAN | 401k | $455.8M | 1,140 | 2024 | |
| 007 | STEPTOE LLP CASH BALANCE PENSION PLAN | CashBalance | $76.6M | 143 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 516 | STEPTOE LLP WRAP BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $10.9M | 1,456 | 2024 |
Retirement plans
Welfare plans