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  2. Sherman & Howard L.L.C.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Sherman & Howard L.L.C.

EIN 84-0420314-law practice-Latest filing 2024
Plans
6
Retirement
5
$147.5M assets
Health & Benefits
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
#022401(k)-$69.7M - 159 part#001401(k)-$58.4M - 145 part#024Cash balance-$7.7M - 38 part#025Cash balance-$7.7M - 38 part#019401(k)-$3.9M - 65 part#501Fully insured-$937K - 575 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

5 plans aggregated / $147.5M assets / 445 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT PLAN (2) (#022)$69.7M
  • RETIREMENT PLAN (1) (#001)$58.4M
  • BALANCE PLAN A (#024)$7.7M
  • BALANCE PLAN B (#025)$7.7M
  • PLAN FOR ASSOCIATES (#019)$3.9M
Total $147.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MILLIMAN, INC.$128.2M
  • (Not disclosed)$19.3M
Total $147.5MSelect a row to open it

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 445Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#022

SHERMAN & HOWARD RETIREMENT PLAN (2)

401(k)

Assets$69.7M
Participants159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SHERMAN & HOWARD RETIREMENT PLAN (1)

401(k)

Assets$58.4M
Participants145
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#024

SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN A

Cash balance

Assets$7.7M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#025

SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B

Cash balance

Assets$7.7M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#019

SHERMAN & HOWARD RETIREMENT PLAN FOR ASSOCIATES

401(k)

Assets$3.9M
Participants65
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

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

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$937K
Covered lives575
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

5 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#022SHERMAN & HOWARD RETIREMENT PLAN (2)401(k)$69.7M1592024
#001SHERMAN & HOWARD RETIREMENT PLAN (1)401(k)$58.4M1452024
#024SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN ACash balance$7.7M382024
#025SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN BCash balance$7.7M382024
#019SHERMAN & HOWARD RETIREMENT PLAN FOR ASSOCIATES401(k)$3.9M652024
  • SHERMAN & HOWARD RETIREMENT PLAN (2)$69.7M
    #022 · 401(k) · 2024159
  • SHERMAN & HOWARD RETIREMENT PLAN (1)$58.4M
    #001 · 401(k) · 2024145
  • SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN A$7.7M
    #024 · Cash balance · 202438
  • SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B$7.7M
    #025 · Cash balance · 202438
  • SHERMAN & HOWARD RETIREMENT PLAN FOR ASSOCIATES$3.9M
    #019 · 401(k) · 202465

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SHERMAN AND HOWARD L.L.C. GROUP HEALTH INSURANCE PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$937K5752024
  • SHERMAN AND HOWARD L.L.C. GROUP HEALTH INSURANCE PLAN$937K
    #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2024575
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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