Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAMS, KASTNER AND GIBBS, PLLC
EIN 91-0208860legal servicesLatest filing 2025
Plans
3
Retirement
2
$56.4M assets
Welfare
1
$1.3M premiums
Participants
359
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $56.4M assets / 222 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
91%top
- CHARLES SCHWAB & CO., INC.91%
- (Not disclosed)9%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 137 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.0M
- Health$1.0M
- Prescription drug$1.0M
- Dental$108K
- Life$63K
- Long-term disability$51K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- DELTA DENTAL OF CALIFORNIA10%
- LIFE INSURANCE COMPANY OF NORTH AMERICA9%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
95%top
- PARKER SMITH & FEEK INC.95%
- WATCHTOWER TECHNOLOGIES INC4%
- IMA, INC.1%
- HUB INTERNATIONAL MIDWEST LIMITED0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN
401k
Assets$51.5M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN FOR ASSOCIATES AND OF COUNSEL
401k
Assets$4.9M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP INSURANCE PLAN
Fully Insured - PREMERA BLUE CROSS
Premiums$1.3M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | 401k | $51.5M | 144 | 2024 | |
| 003 | WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN FOR ASSOCIATES AND OF COUNSEL | 401k | $4.9M | 78 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE PLAN | Fully Insured | PREMERA BLUE CROSS | $1.3M | 137 | 2025 |
Retirement plans
Welfare plans