Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PILLSBURY WINTHROP SHAW PITTMAN LLP
EIN 94-1311126Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
7
Retirement
5
$1.37B assets
Welfare
2
$2.7M premiums
Participants
5,691
FOUR EMBARCADERO CENTER, 22ND FLOOR - SAN FRANCISCO, CA 94111415-983-1000
Retirement portfolio analytics
5 plans aggregated / $1.37B assets / 3,774 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
85%top
- AMERICAN UNITED LIFE INSURANCE CO85%
- (Not disclosed)15%
Participants by plan
Active + retired + deferred vested
- PLAN NO. 1 (#001)2,313
Benefits portfolio analytics
2 plans / $2.7M premiums / 1,225 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
- Other$111K
Carrier market share
Premium dollars by Schedule A carrier
82%top
- KAISER FOUNDATION HEALTH PLAN INC82%
- FOUR EVER LIFE INSURANCE COMPANY14%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- COMPSYCH1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
87%top
- ALLIANT INSURANCE SERVICES, INC.87%
- STRATEGIC NON-MEDICAL SOLUTION13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLAN NO. 1
401k
Assets$1.16B
Participants2,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLAN NO. 2
ProfitSharing
Assets$142.6M
Participants956
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PILLSBURY WINTHROP SHAW PITTMAN LLP CASH BALANCE PLAN NO. 2
CashBalance
Assets$42.8M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PILLSBURY WINTHROP SHAW PITTMAN LLP CASH BALANCE PLAN NO. 1
CashBalance
Assets$19.8M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PILLSBURY WINTHROP SHAW PITTMAN LLP PENSION PLAN
TraditionalDB
Assets$3.3M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
PILLSBURY WINTHROP SHAW PITTMAN LLP HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.7M
Covered lives1,225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
SEVERANCE PLAN OF NON-MANAGERIAL EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLAN NO. 1 | 401k | $1.16B | 2,313 | 2024 | |
| 005 | PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLAN NO. 2 | ProfitSharing | $142.6M | 956 | 2024 | |
| 004 | PILLSBURY WINTHROP SHAW PITTMAN LLP CASH BALANCE PLAN NO. 2 | CashBalance | $42.8M | 286 | 2024 | |
| 003 | PILLSBURY WINTHROP SHAW PITTMAN LLP CASH BALANCE PLAN NO. 1 | CashBalance | $19.8M | 112 | 2024 | |
| 002 | PILLSBURY WINTHROP SHAW PITTMAN LLP PENSION PLAN | TraditionalDB | $3.3M | 107 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | PILLSBURY WINTHROP SHAW PITTMAN LLP HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $2.7M | 1,225 | 2024 | |
| 508 | SEVERANCE PLAN OF NON-MANAGERIAL EMPLOYEES | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans