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EVERSHEDS SUTHERLAND (US) LLP

EIN 58-0619407-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
7
Retirement
4
$532.1M assets
Welfare
3
$2.0M premiums
Participants
3,513
700 SIXTH STREET NW, SUITE 700 - WASHINGTON, DC 20001202-383-0100
Plans on this EIN
7 filings
#001401k-$437.6M - 1,169 part#005ProfitSharing-$70.2M - 448 part#007CashBalance-$12.2M - 131 part#008CashBalance-$12.2M - 131 part#502Fully Insured-$1.2M - 722 lives#501Mixed-$756K - 1,106 lives#503Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $532.1M assets / 1,879 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • RETIREMENT PLAN A (#001)82%
  • RETIREMENT PLAN B (#005)13%
  • BALANCE PLAN A (#007)2%
  • BALANCE PLAN B (#008)2%
Total $532.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • AMERICAN UNITED LIFE INSURANCE CO95%
  • (Not disclosed)5%
Total $532.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN A (#001)1,169
  • RETIREMENT PLAN B (#005)448
  • BALANCE PLAN A (#007)131
  • BALANCE PLAN B (#008)131
Total 1,879Click row to drill in

Benefits portfolio analytics

3 plans / $2.0M premiums / 1,828 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.2M
  • Other$647K
  • Life$472K
  • Vision$76K
  • Dental$33K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA79%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • +1 more
Total $2.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • WILLIS TOWERS WATSON US LLC98%
  • MERCER HEALTH AND BENEFITS, LLC2%
  • IMG0%
Total $234K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A

401k

Assets$437.6M
Participants1,169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN B

ProfitSharing

Assets$70.2M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

EVERSHEDS SUTHERLAND (US) LLP CASH BALANCE PLAN A

CashBalance

Assets$12.2M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

EVERSHEDS SUTHERLAND (US) LLP CASH BALANCE PLAN B

CashBalance

Assets$12.2M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LONG TERM DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

EVERSHEDS SUTHERLAND (US) LLP HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$756K
Covered lives1,106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FLEXIBLE BENEFITS PLAN

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A401k$437.6M1,1692024
005EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN BProfitSharing$70.2M4482024
007EVERSHEDS SUTHERLAND (US) LLP CASH BALANCE PLAN ACashBalance$12.2M1312024
008EVERSHEDS SUTHERLAND (US) LLP CASH BALANCE PLAN BCashBalance$12.2M1312024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LONG TERM DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.2M7222024
501EVERSHEDS SUTHERLAND (US) LLP HEALTH AND WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$756K1,1062024
503FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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