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MORRISON & FOERSTER LLP

EIN 94-0697210-law practice-Latest filing 2025
Plans
4
Retirement
2
$1.58B assets
Welfare
2
$11.6M premiums
Participants
6,528
425 MARKET STREET - SAN FRANCISCO, CA 94105415-268-7000mofo.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$1.41B - 3,593 part#009CashBalance-$174.5M - 262 part#506Mixed-$11.6M - 3,759 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.58B assets / 3,855 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN PART I (#001)89%
  • BALANCE RETIREMENT PLAN (#009)11%
Total $1.58BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
89%top
  • CHARLES SCHWAB & CO., INC.89%
  • MATRIX TRUST COMPANY11%
Total $1.58BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN PART I (#001)3,593
  • BALANCE RETIREMENT PLAN (#009)262
Total 3,855Click row to drill in

Benefits portfolio analytics

2 plans / $11.6M premiums / 3,759 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$4.6M
  • Life$4.3M
  • Long-term disability$4.2M
  • Other$3.5M
  • Dental$1.1M
  • +1 more
Total $11.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA37%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN3%
  • +3 more
Total $11.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • TCS INSURANCE AGENCY INC73%
  • ALLIANT INSURANCE SERVICES, INC.10%
  • M HOLDINGS SECURITIES INC.8%
  • M FINANCIAL HOLDINGS INC4%
  • STEVEN CHRISTOPHER WIGHT4%
  • +3 more
Total $434K8 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

MORRISON & FOERSTER LLP RETIREMENT PLAN PART I

401k

Assets$1.41B
Participants3,593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$174.5M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MORRISON & FOERSTER LLP HEALTH & WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$11.6M
Covered lives3,759
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

MORRISON & FOERSTER LLP IRC SECTION 125 FLEXIBLE SPENDING PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MORRISON & FOERSTER LLP RETIREMENT PLAN PART I401k$1.41B3,5932024
009MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLANCashBalance$174.5M2622024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MORRISON & FOERSTER LLP HEALTH & WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$11.6M3,7592025
510MORRISON & FOERSTER LLP IRC SECTION 125 FLEXIBLE SPENDING PLANSelf Funded-$002025
Retirement plans
Welfare plans
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