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Sponsor portfolio

NORTON ROSE FULBRIGHT US LLP

EIN 74-1201087-legal services-Latest filing 2024
Plans
4
Retirement
3
$1.59B assets
Welfare
1
$3.2M premiums
Participants
6,990
1550 LAMAR ST STE 2000 - NEW YORK, NY 10019713-651-5151linkedin.com/nortonrosefulbrightLinkedIn1001-5000 employeeslegal services
Plans on this EIN
4 filings
#005401k-$1.07B - 2,911 part#003TraditionalDB-$497.9M - 1,832 part#009TraditionalDB-$17.6M - 495 part#501Mixed-$3.2M - 1,708 lives

Retirement portfolio analytics

3 plans aggregated / $1.59B assets / 5,238 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#005)68%
  • US LLP PENSION (#003)31%
  • AND TRUST AGREEMENT (#009)1%
Total $1.59BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#005)2,911
  • US LLP PENSION (#003)1,832
  • AND TRUST AGREEMENT (#009)495
Total 5,238Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 1,708 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Life$2.9M
  • Long-term disability$2.9M
  • Vision$272K
Total $3.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA89%
  • VISION SERVICE PLAN8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $3.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LOCKTON COMPANIES, LLC94%
  • AON CONSULTING INC6%
Total $177K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

NORTON ROSE FULBRIGHT US L.L.P. 401(K) AND PROFIT SHARING PLAN

401k

Assets$1.07B
Participants2,911
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NORTON ROSE FULBRIGHT US LLP PENSION PLAN

TraditionalDB

Assets$497.9M
Participants1,832
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

CHADBOURNE & PARKE LLP PENSION PLAN AND TRUST AGREEMENT

TraditionalDB

Assets$17.6M
Participants495
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTON ROSE FULBRIGHT US LLP WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.2M
Covered lives1,708
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
005NORTON ROSE FULBRIGHT US L.L.P. 401(K) AND PROFIT SHARING PLAN401k$1.07B2,9112024
003NORTON ROSE FULBRIGHT US LLP PENSION PLANTraditionalDB$497.9M1,8322024
009CHADBOURNE & PARKE LLP PENSION PLAN AND TRUST AGREEMENTTraditionalDB$17.6M4952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTON ROSE FULBRIGHT US LLP WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$3.2M1,7082024
Retirement plans
Welfare plans
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