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Sponsor portfolio

COBLENTZ PATCH DUFFY & BASS LLP

EIN 94-1244910-law practice-Latest filing 2024
Plans
5
Retirement
4
$119.0M assets
Welfare
1
$4.1M premiums
Participants
545
ONE MONTGOMERY STREET, SUITE 3000 - SAN FRANCISCO, CA 94101415-391-4800coblentzlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
5 filings
#002401k-$105.4M - 193 part#004CashBalance-$8.9M - 87 part#003401k-$4.7M - 63 part#005ProfitSharing-$45K - 10 part#501Fully Insured-$4.1M - 189 lives

Retirement portfolio analytics

4 plans aggregated / $119.0M assets / 353 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#002)89%
  • CASH BALANCE PENSION (#004)7%
  • BASS LLP 401(K) (#003)4%
  • LLP NON-ELECTIVE PLAN (#005)0%
Total $119.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)193
  • CASH BALANCE PENSION (#004)87
  • BASS LLP 401(K) (#003)63
  • LLP NON-ELECTIVE PLAN (#005)10
Total 353Click row to drill in

Benefits portfolio analytics

1 plan / $4.1M premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Dental$2.9M
  • Other$109K
  • Life$63K
  • Vision$20K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN0%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $174K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN

401k

Assets$105.4M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

COBLENTZ PATCH DUFFY & BASS LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$8.9M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

COBLENTZ PATCH DUFFY & BASS LLP 401(K) PLAN

401k

Assets$4.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

COBLENTZ PATCH DUFFY & BASS LLP NON-ELECTIVE PLAN

ProfitSharing

Assets$45K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COBLENTZ, PATCH, DUFFY AND BASS, LLP CONSOLIDATED WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.1M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN401k$105.4M1932024
004COBLENTZ PATCH DUFFY & BASS LLP CASH BALANCE PENSION PLANCashBalance$8.9M872024
003COBLENTZ PATCH DUFFY & BASS LLP 401(K) PLAN401k$4.7M632024
005COBLENTZ PATCH DUFFY & BASS LLP NON-ELECTIVE PLANProfitSharing$45K102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COBLENTZ, PATCH, DUFFY AND BASS, LLP CONSOLIDATED WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.1M1892024
Retirement plans
Welfare plans
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