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Sponsor portfolio

JACKSON WALKER LLP

EIN 75-0764921-law practice-Latest filing 2024
Plans
5
Retirement
4
$547.0M assets
Welfare
1
$1.6M premiums
Participants
2,378
2323 ROSS AVENUE, SUITE 600 - DALLAS, TX 75201214-953-6000jw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
5 filings
#002401k-$309.0M - 617 part#004401k-$207.0M - 641 part#008CashBalance-$15.5M - 129 part#009CashBalance-$15.5M - 129 part#501Mixed-$1.6M - 1,061 lives

Retirement portfolio analytics

4 plans aggregated / $547.0M assets / 1,516 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • RETIREMENT PLAN I (#002)56%
  • RETIREMENT PLAN II (#004)38%
  • BALANCE PLAN III (#008)3%
  • BALANCE PLAN IV (#009)3%
Total $547.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • CHARLES SCHWAB & CO., INC.94%
  • (Not disclosed)6%
Total $547.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN II (#004)641
  • RETIREMENT PLAN I (#002)617
  • BALANCE PLAN III (#008)129
  • BALANCE PLAN IV (#009)129
Total 1,516Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,061 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.5M
  • Long-term disability$1.5M
  • Other$1.5M
  • Vision$128K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • STANDARD INSURANCE COMPANY92%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
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#002

JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I

401k

Assets$309.0M
Participants617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II

401k

Assets$207.0M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

JACKSON WALKER L.L.P. PARTNERS CASH BALANCE PLAN III

CashBalance

Assets$15.5M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

JACKSON WALKER L.L.P. PARTNERS CASH BALANCE PLAN IV

CashBalance

Assets$15.5M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACKSON WALKER L.L.P. WELFARE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.6M
Covered lives1,061
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I401k$309.0M6172024
004JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II401k$207.0M6412024
008JACKSON WALKER L.L.P. PARTNERS CASH BALANCE PLAN IIICashBalance$15.5M1292024
009JACKSON WALKER L.L.P. PARTNERS CASH BALANCE PLAN IVCashBalance$15.5M1292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACKSON WALKER L.L.P. WELFARE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$1.6M1,0612024
Retirement plans
Welfare plans
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