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LEWIS ROCA ROTHGERBER CHRISTIE LLP

EIN 86-0095078-veterinary-Latest filing 2025
Plans
5
Retirement
4
$7.3M assets
Welfare
1
$2.5M premiums
Participants
678
201 E. WASHINGTON STREET, SUITE 1200 - PHOENIX, AZ 850042595602-262-5311LinkedIn1-10 employeesveterinary
Plans on this EIN
5 filings
#004CashBalance-$3.7M - 79 part#005CashBalance-$3.7M - 79 part#002401k-$6K - 0 part#003401k-$1K - 0 part#501Fully Insured-$2.5M - 699 lives

Retirement portfolio analytics

4 plans aggregated / $7.3M assets / 158 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • SECURITY PLAN A (#004)50%
  • SECURITY PLAN B (#005)50%
  • RETIREMENT PLAN A (#002)0%
  • RETIREMENT PLAN B (#003)0%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SECURITY PLAN A (#004)79
  • SECURITY PLAN B (#005)79
Total 158Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 699 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Dental$1.1M
  • Stop-loss$1.1M
  • Life$629K
  • Short-term disability$629K
  • Long-term disability$629K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY51%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA25%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • AON CONSULTING INC94%
  • CHRISTINE M. MCCULLUGH5%
  • WILLIS TOWERS WATSON US LLC2%
  • IMG0%
Total $189K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT SECURITY PLAN A

CashBalance

Assets$3.7M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT SECURITY PLAN B

CashBalance

Assets$3.7M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT PLAN A

401k

Assets$6K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT PLAN B

401k

Assets$1K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEWIS ROCA ROTHGERBER CHRISTIE LLP WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.5M
Covered lives699
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
004LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT SECURITY PLAN ACashBalance$3.7M792024
005LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT SECURITY PLAN BCashBalance$3.7M792024
002LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT PLAN A401k$6K02025
003LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT PLAN B401k$1K02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEWIS ROCA ROTHGERBER CHRISTIE LLP WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.5M6992024
Retirement plans
Welfare plans
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