Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#002)$117.1M
Filings through .
Coblentz Patch Duffy & Bass LLP
EIN 94-1244910law practiceLatest filing 2025
Plans
5
Retirement
4
$132.9M assets
Health & Benefits
1
$4.0M premiums
Participants
545
ONE MONTGOMERY STREET, SUITE 3000 - SAN FRANCISCO, CA 94101415-391-4800coblentzlaw.comLinkedIn51-200 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
4 plans aggregated / $132.9M assets / 354 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 196 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Prescription drug$3.8M
- Dental$2.7M
- Other$118K
- Life$70K
- Vision$20K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN
401(k)
Assets$117.1M
Participants197
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
COBLENTZ PATCH DUFFY & BASS LLP CASH BALANCE PENSION PLAN
Cash balance
Assets$10.3M
Participants82
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
COBLENTZ PATCH DUFFY & BASS LLP 401(K) PLAN
401(k)
Assets$5.4M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
COBLENTZ PATCH DUFFY & BASS LLP NON-ELECTIVE PLAN
Profit-sharing
Assets$24K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
COBLENTZ, PATCH, DUFFY AND BASS, LLP CONSOLIDATED WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$4.0M
Covered lives196
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN | 401(k) | $117.1M | 197 | 2025 |
| #004 | COBLENTZ PATCH DUFFY & BASS LLP CASH BALANCE PENSION PLAN | Cash balance | $10.3M | 82 | 2025 |
| #003 | COBLENTZ PATCH DUFFY & BASS LLP 401(K) PLAN | 401(k) | $5.4M | 67 | 2025 |
| #005 | COBLENTZ PATCH DUFFY & BASS LLP NON-ELECTIVE PLAN | Profit-sharing | $24K | 8 | 2025 |
- #002 · 401(k) · 2025197
- #004 · Cash balance · 202582
- #003 · 401(k) · 202567
- #005 · Profit-sharing · 20258
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COBLENTZ, PATCH, DUFFY AND BASS, LLP CONSOLIDATED WELFARE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4.0M | 196 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025196
Retirement plans
Health & Benefits plans