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Sponsor portfolio

STEPTOE LLP

EIN 52-1349790-law practice-Latest filing 2025
Plans
3
Retirement
2
$532.4M assets
Welfare
1
$13.1M premiums
Participants
2,111
1330 CONNECTICUT AVENUE NW - WASHINGTON, DC 20036202-429-3000steptoe.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$455.8M - 1,140 part#007CashBalance-$76.6M - 143 part#516Fully Insured-$13.1M - 1,458 lives

Retirement portfolio analytics

2 plans aggregated / $532.4M assets / 1,283 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#001)86%
  • CASH BALANCE PENSION (#007)14%
Total $532.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $532.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)1,140
  • CASH BALANCE PENSION (#007)143
Total 1,283Click row to drill in

Benefits portfolio analytics

1 plan / $13.1M premiums / 1,458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.3M
  • Prescription drug$10.3M
  • Dental$2.8M
  • Other$2.7M
  • Life$2.7M
  • Long-term disability$2.7M
  • +1 more
Total $13.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITEDHEALTHCARE INSURANCE COMPANY78%
  • METROPOLITAN LIFE INSURANCE COMPANY20%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • TELUS HEALTH (US) LTD.0%
Total $13.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $138K1 slice

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$13.1M
Covered lives1,458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEPTOE LLP 401(K) AND PROFIT SHARING PLAN401k$455.8M1,1402024
007STEPTOE LLP CASH BALANCE PENSION PLANCashBalance$76.6M1432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
516STEPTOE LLP WRAP BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$13.1M1,4582025
Retirement plans
Welfare plans
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