PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. HAYNES AND BOONE, LLP
Sponsor portfolio

HAYNES AND BOONE, LLP

EIN 75-1312888-law practice-Latest filing 2024
Plans
5
Retirement
4
$813.6M assets
Welfare
1
$4.1M premiums
Participants
4,557
2801 N. HARWOOD STREET, SUITE 2300, ATTN BENEFITS - DALLAS, TX 75201214-651-5000haynesboone.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
5 filings
#002401k-$360.5M - 1,626 part#001ProfitSharing-$309.7M - 1,506 part#005CashBalance-$78.4M - 203 part#003TraditionalDB-$65.0M - 132 part#517Fully Insured-$4.1M - 1,430 lives

Retirement portfolio analytics

4 plans aggregated / $813.6M assets / 3,467 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • BOONE RETIREMENT Savings (#002)44%
  • PROFIT SHARING PLAN (#001)38%
  • CASH BALANCE PLAN (#005)10%
  • PARTNERS' RETIREMENT PLAN (#003)8%
Total $813.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • CHARLES SCHWAB & CO., INC.82%
  • (Not disclosed)18%
Total $813.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BOONE RETIREMENT Savings (#002)1,626
  • PROFIT SHARING PLAN (#001)1,506
  • CASH BALANCE PLAN (#005)203
  • PARTNERS' RETIREMENT PLAN (#003)132
Total 3,467Click row to drill in

Benefits portfolio analytics

1 plan / $4.1M premiums / 1,430 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Life$1.8M
  • Long-term disability$1.8M
  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$817K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA45%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • LYRA HEALTH, INC.2%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +1 more
Total $4.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • LOCKTON COMPANIES, LLC71%
  • DIGITAL INSURANCE LLC26%
  • AON CONSULTING INC4%
  • IMG0%
Total $249K4 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$360.5M
Participants1,626
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$309.7M
Participants1,506
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$4.1M
Covered lives1,430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002HAYNES AND BOONE RETIREMENT SAVINGS PLAN401k$360.5M1,6262024
001HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLANProfitSharing$309.7M1,5062024
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$4.1M1,4302024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica