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Sponsor portfolioTH

DAVIS WRIGHT TREMAINE LLP

EIN 91-0839480-law practice-Latest filing 2024
Plans
4
Retirement
2
$845.9M assets
Welfare
2
$2.8M premiums
Participants
3,887
920 FIFTH AVENUE, SUITE 3300 - SEATTLE, WA 98104206-622-3150dwt.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$747.7M - 2,173 part#002CashBalance-$98.2M - 180 part#501Mixed-$2.8M - 1,474 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $845.9M assets / 2,353 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#001)88%
  • CASH BALANCE PENSION (#002)12%
Total $845.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • CHARLES SCHWAB & CO., INC.88%
  • (Not disclosed)12%
Total $845.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2,173
  • CASH BALANCE PENSION (#002)180
Total 2,353Click row to drill in

Benefits portfolio analytics

2 plans / $2.8M premiums / 1,474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Other$1.2M
  • Life$1.1M
  • Long-term disability$1.1M
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • KAISER FOUNDATION HEALTH PLAN INC58%
  • STANDARD INSURANCE COMPANY39%
  • FIRST STOP HEALTH2%
  • TELUS HEALTH (US) LTD.1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • PROFESSIONAL BENEFIT CONSULTANTS72%
  • USI INSURANCE SERVICES LLC28%
Total $63K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN

401k

Assets$747.7M
Participants2,173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVIS WRIGHT TREMAINE LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$98.2M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARTNERSHIP GROUP INSURANCE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$2.8M
Covered lives1,474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DAVIS WRIGHT TREMAINE FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN401k$747.7M2,1732024
002DAVIS WRIGHT TREMAINE LLP CASH BALANCE PENSION PLANCashBalance$98.2M1802024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARTNERSHIP GROUP INSURANCE PLANMixedSTANDARD INSURANCE COMPANY$2.8M1,4742024
503DAVIS WRIGHT TREMAINE FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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