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Sponsor portfolio

SHERMAN & HOWARD L.L.C.

EIN 84-0420314-law practice-Latest filing 2024
Plans
6
Retirement
5
$147.5M assets
Welfare
1
$937K premiums
Participants
445
675 15TH STREET, SUITE 2300 - DENVER, CO 80202303-297-2900shermanhoward.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
6 filings
#022401k-$69.7M - 159 part#001401k-$58.4M - 145 part#024CashBalance-$7.7M - 38 part#025CashBalance-$7.7M - 38 part#019401k-$3.9M - 65 part#501Fully Insured-$937K - 575 lives

Retirement portfolio analytics

5 plans aggregated / $147.5M assets / 445 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • RETIREMENT PLAN (2) (#022)47%
  • RETIREMENT PLAN (1) (#001)40%
  • BALANCE PLAN A (#024)5%
  • BALANCE PLAN B (#025)5%
  • PLAN FOR ASSOCIATES (#019)3%
Total $147.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • MILLIMAN, INC.87%
  • (Not disclosed)13%
Total $147.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN (2) (#022)159
  • RETIREMENT PLAN (1) (#001)145
  • PLAN FOR ASSOCIATES (#019)65
  • BALANCE PLAN A (#024)38
  • BALANCE PLAN B (#025)38
Total 445Click row to drill in

Benefits portfolio analytics

1 plan / $937K premiums / 575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$619K
  • Life$600K
  • Long-term disability$530K
  • Vision$171K
  • Dental$147K
  • Health$147K
  • +1 more
Total $937K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA57%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • BLUE CROSS OF CALIFORNIA16%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN3%
  • +2 more
Total $937K7 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • LOCKTON COMPANIES, LLC90%
  • STERN INSURANCE GROUP INC10%
Total $49K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#022

SHERMAN & HOWARD RETIREMENT PLAN (2)

401k

Assets$69.7M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SHERMAN & HOWARD RETIREMENT PLAN (1)

401k

Assets$58.4M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#024

SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN A

CashBalance

Assets$7.7M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#025

SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B

CashBalance

Assets$7.7M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

SHERMAN & HOWARD RETIREMENT PLAN FOR ASSOCIATES

401k

Assets$3.9M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHERMAN AND HOWARD L.L.C. GROUP HEALTH INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$937K
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
022SHERMAN & HOWARD RETIREMENT PLAN (2)401k$69.7M1592024
001SHERMAN & HOWARD RETIREMENT PLAN (1)401k$58.4M1452024
024SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN ACashBalance$7.7M382024
025SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN BCashBalance$7.7M382024
019SHERMAN & HOWARD RETIREMENT PLAN FOR ASSOCIATES401k$3.9M652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHERMAN AND HOWARD L.L.C. GROUP HEALTH INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$937K5752024
Retirement plans
Welfare plans
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