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Sponsor portfolio

HAYNES AND BOONE, LLP

EIN 75-1312888-law practice-Latest filing 2025
Plans
5
Retirement
4
$925.1M assets
Welfare
1
$4.5M premiums
Participants
4,768
2801 N. HARWOOD STREET, SUITE 2300, ATTN BENEFITS - DALLAS, TX 75201214-651-5000haynesboone.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
5 filings
#002401k-$423.5M - 1,705 part#001ProfitSharing-$358.2M - 1,578 part#005CashBalance-$78.4M - 203 part#003TraditionalDB-$65.0M - 132 part#517Fully Insured-$4.5M - 2,198 lives

Retirement portfolio analytics

4 plans aggregated / $925.1M assets / 3,618 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • BOONE RETIREMENT Savings (#002)46%
  • PROFIT SHARING PLAN (#001)39%
  • CASH BALANCE PLAN (#005)8%
  • PARTNERS' RETIREMENT PLAN (#003)7%
Total $925.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • CHARLES SCHWAB & CO., INC.84%
  • (Not disclosed)16%
Total $925.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BOONE RETIREMENT Savings (#002)1,705
  • PROFIT SHARING PLAN (#001)1,578
  • CASH BALANCE PLAN (#005)203
  • PARTNERS' RETIREMENT PLAN (#003)132
Total 3,618Click row to drill in

Benefits portfolio analytics

1 plan / $4.5M premiums / 2,198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$2.0M
  • Long-term disability$2.0M
  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$869K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY45%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA44%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • LYRA HEALTH, INC.2%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +1 more
Total $4.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • LOCKTON COMPANIES, LLC42%
  • MERCER HEALTH AND BENEFITS, LLC42%
  • DIGITAL INSURANCE LLC16%
  • IMG0%
Total $242K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HAYNES AND BOONE RETIREMENT SAVINGS PLAN

401k

Assets$423.5M
Participants1,705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

ProfitSharing

Assets$358.2M
Participants1,578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

HAYNES AND BOONE, LLP PARTNERS' CASH BALANCE PLAN

CashBalance

Assets$78.4M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HAYNES AND BOONE, LLP PARTNERS' RETIREMENT PLAN

TraditionalDB

Assets$65.0M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

HAYNES AND BOONE, LLP EMPLOYEE BENEFIT PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$4.5M
Covered lives2,198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002HAYNES AND BOONE RETIREMENT SAVINGS PLAN401k$423.5M1,7052025
001HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLANProfitSharing$358.2M1,5782025
005HAYNES AND BOONE, LLP PARTNERS' CASH BALANCE PLANCashBalance$78.4M2032024
003HAYNES AND BOONE, LLP PARTNERS' RETIREMENT PLANTraditionalDB$65.0M1322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
517HAYNES AND BOONE, LLP EMPLOYEE BENEFIT PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$4.5M2,1982025
Retirement plans
Welfare plans
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