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FARELLA BRAUN & MARTEL LLP

EIN 94-1527242-law practice-Latest filing 2024
Plans
4
Retirement
3
$265.1M assets
Welfare
1
$4.0M premiums
Participants
587
ONE BUSH STREET, SUITE 900 - SAN FRANCISCO, CA 94104415-954-4400fbm.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$237.3M - 214 part#004CashBalance-$17.4M - 65 part#002401k-$10.3M - 90 part#501Fully Insured-$4.0M - 314 lives

Retirement portfolio analytics

3 plans aggregated / $265.1M assets / 369 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • SHARING AND 401(K) (#001)90%
  • BALANCE RETIREMENT PLAN (#004)7%
  • LLP ASSOCIATES' 401(K) (#002)4%
Total $265.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • THE VANGUARD GROUP, INC.90%
  • (Not disclosed)10%
Total $265.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND 401(K) (#001)214
  • LLP ASSOCIATES' 401(K) (#002)90
  • BALANCE RETIREMENT PLAN (#004)65
Total 369Click row to drill in

Benefits portfolio analytics

1 plan / $4.0M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Other$482K
  • Life$416K
  • Long-term disability$416K
  • Dental$186K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CALIFORNIA PHYSICIANS SERVICE52%
  • KAISER FOUNDATION HEALTH PLAN INC31%
  • STANDARD INSURANCE COMPANY10%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +3 more
Total $4.0M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $68K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN

401k

Assets$237.3M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FARELLA BRAUN & MARTEL LLP CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$17.4M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FARELLA BRAUN AND MARTEL LLP ASSOCIATES' 401(K) PLAN

401k

Assets$10.3M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FARELLA BRAUN AND MARTEL LLP HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$4.0M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN401k$237.3M2142024
004FARELLA BRAUN & MARTEL LLP CASH BALANCE RETIREMENT PLANCashBalance$17.4M652024
002FARELLA BRAUN AND MARTEL LLP ASSOCIATES' 401(K) PLAN401k$10.3M902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FARELLA BRAUN AND MARTEL LLP HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$4.0M3142024
Retirement plans
Welfare plans
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