Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SNELL & WILMER L.L.P.
EIN 86-0089731law practiceLatest filing 2024
Plans
4
Retirement
2
$612.7M assets
Welfare
2
$4.9M premiums
Participants
3,703
ONE EAST WASHINGTON ST., SUITE 2700 - PHOENIX, AZ 85004602-382-6000swlaw.comLinkedIn501-1000 employeeslaw practice
Retirement portfolio analytics
2 plans aggregated / $612.7M assets / 1,803 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- (Not disclosed)96%
- MATRIX TRUST COMPANY4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.9M premiums / 1,999 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$3.9M
- Other$3.3M
- Life$3.2M
- Dental$711K
- Short-term disability$165K
- Vision$90K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
81%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA81%
- DELTA DENTAL OF CALIFORNIA16%
- THE PAUL REVERE LIFE INSURANCE COMPANY2%
- KEPRO1%
Broker market share
Schedule A broker compensation
81%top
- MJ INSURANCE81%
- HAYS COMPANIES, INC.12%
- WILLIS TOWERS WATSON US LLC5%
- ASSUREX GLOBAL CORPORATION2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN
401k
Assets$587.6M
Participants1,561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SNELL & WILMER L.L.P. RETIREMENT PLAN FOR PARTNERS
CashBalance
Assets$25.1M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
SNELL & WILMER L.L.P. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$4.9M
Covered lives1,999
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
SNELL & WILMER L.L.P. MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN | 401k | $587.6M | 1,561 | 2024 | |
| 002 | SNELL & WILMER L.L.P. RETIREMENT PLAN FOR PARTNERS | CashBalance | $25.1M | 242 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | SNELL & WILMER L.L.P. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4.9M | 1,999 | 2024 | |
| 512 | SNELL & WILMER L.L.P. MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans