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  2. BAKER BOTTS L.L.P.
Sponsor portfolioTH

BAKER BOTTS L.L.P.

EIN 74-1195457-law practice-Latest filing 2024
Plans
9
Retirement
5
$825.1M assets
Welfare
4
$4.8M premiums
Participants
6,670
910 LOUISIANA STREET - HOUSTON, TX 770024916713-229-1234bakerbotts.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
9 filings
#077401k-$392.1M - 853 part#004401k-$383.5M - 822 part#080CashBalance-$21.4M - 134 part#081CashBalance-$19.2M - 119 part#002TraditionalDB-$8.9M - 202 part#507Fully Insured-$1.4M - 1,075 lives#502Fully Insured-$1.1M - 1,083 lives#503Fully Insured-$1.1M - 1,083 lives#501Mixed-$1.1M - 1,154 lives

Retirement portfolio analytics

5 plans aggregated / $825.1M assets / 2,130 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • - PLAN B (#077)48%
  • - PLAN A (#004)46%
  • BALANCE RETIREMENT PLAN-A (#080)3%
  • BALANCE RETIREMENT PLAN-B (#081)2%
  • L.L.P. RETIREMENT PLAN (#002)1%
Total $825.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • (Not disclosed)99%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
Total $825.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • - PLAN B (#077)853
  • - PLAN A (#004)822
  • L.L.P. RETIREMENT PLAN (#002)202
  • BALANCE RETIREMENT PLAN-A (#080)134
  • BALANCE RETIREMENT PLAN-B (#081)119
Total 2,130Click row to drill in

Benefits portfolio analytics

4 plans / $4.8M premiums / 4,395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Life$2.3M
  • Long-term disability$1.4M
  • Stop-loss$918K
  • Vision$164K
Total $4.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA77%
  • UNITED HEALTHCARE INSURANCE COMPANY19%
  • VISION SERVICE PLAN3%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $48K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#077

BAKER BOTTS L.L.P. 401K AND SAVINGS PLAN - PLAN B

401k

Assets$392.1M
Participants853
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BAKER BOTTS L.L.P. 401K AND SAVINGS PLAN - PLAN A

401k

Assets$383.5M
Participants822
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#080

BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-A

CashBalance

Assets$21.4M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#081

BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-B

CashBalance

Assets$19.2M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAKER BOTTS L.L.P. RETIREMENT PLAN

TraditionalDB

Assets$8.9M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

BAKER BOTTS L.L.P. LONG-TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.4M
Covered lives1,075
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BAKER BOTTS L.L.P. GROUP ACCIDENT INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives1,083
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BAKER BOTTS GROUP LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives1,083
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BAKER & BOTTS L.L.P. EMPLOYEE HEALTH CARE TRUST

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
077BAKER BOTTS L.L.P. 401K AND SAVINGS PLAN - PLAN B401k$392.1M8532024
004BAKER BOTTS L.L.P. 401K AND SAVINGS PLAN - PLAN A401k$383.5M8222024
080BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-ACashBalance$21.4M1342024
081BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-BCashBalance$19.2M1192024
002BAKER BOTTS L.L.P. RETIREMENT PLANTraditionalDB$8.9M2022024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
507BAKER BOTTS L.L.P. LONG-TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.4M1,0752024
502BAKER BOTTS L.L.P. GROUP ACCIDENT INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.1M1,0832024
503BAKER BOTTS GROUP LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.1M1,0832024
501BAKER & BOTTS L.L.P. EMPLOYEE HEALTH CARE TRUSTMixedUNITED HEALTHCARE INSURANCE COMPANY$1.1M1,1542024
Retirement plans
Welfare plans
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