Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COOLEY LLP
EIN 94-1140085law practiceLatest filing 2024
Plans
3
Retirement
2
$1.55B assets
Welfare
1
$13.2M premiums
Participants
6,971
3 EMBARCADERO CENTER, 20TH FLOOR - SAN FRANCISCO, CA 941114004415-693-2000cooley.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.55B assets / 4,494 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
85%top
- CHARLES SCHWAB & CO., INC.85%
- (Not disclosed)15%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $13.2M premiums / 3,082 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.5M
- Health$6.3M
- Prescription drug$6.2M
- Life$6.0M
- Long-term disability$6.0M
- Vision$653K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
46%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA46%
- KAISER FOUNDATION HEALTH PLAN INC45%
- MODERN HEALTH4%
- VISION SERVICE PLAN3%
- AETNA LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
96%top
- ALLIANT INSURANCE SERVICES, INC.96%
- STRATEGIC NON-MEDICAL SOLUTION3%
- WILLIS TOWERS WATSON US LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN
401k
Assets$1.32B
Participants4,094
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
COOLEY LLP CASH BALANCE PLAN 2018
CashBalance
Assets$233.5M
Participants400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COOLEY LLP HEALTH AND WELFARE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$13.2M
Covered lives3,082
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | 401k | $1.32B | 4,094 | 2024 | |
| 006 | COOLEY LLP CASH BALANCE PLAN 2018 | CashBalance | $233.5M | 400 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COOLEY LLP HEALTH AND WELFARE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13.2M | 3,082 | 2024 |
Retirement plans
Welfare plans