Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILSON SONSINI GOODRICH & ROSATI, PC
EIN 94-2451946law practiceLatest filing 2024
Plans
4
Retirement
2
$1.08B assets
Welfare
2
$36.2M premiums
Participants
5,595
650 PAGE MILL ROAD - PALO ALTO, CA 943041050650-493-9300wsgr.comLinkedIn1001-5000 employeeslaw practice
Retirement portfolio analytics
2 plans aggregated / $1.08B assets / 3,443 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
92%top
- T ROWE PRICE RPS INC92%
- (Not disclosed)8%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $36.2M premiums / 3,647 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$30.0M
- Prescription drug$29.5M
- Dental$23.6M
- Life$3.9M
- Long-term disability$3.6M
- Other$2.6M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
65%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
- KAISER FOUNDATION HEALTH PLAN INC18%
- RELIANCE STANDARD LIFE INSURANCE COMPANY6%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- +3 more
Broker market share
Schedule A broker compensation
88%top
- LOCKTON COMPANIES, LLC88%
- STRATEGIC NON-MEDICAL SOLUTION5%
- AON CONSULTING INC4%
- CORPORATE COMPENSATION PLANS OF CT1%
- USI INSURANCE SERVICES LLC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WSGR 401(K) AND PROFIT SHARING PLAN
401k
Assets$1.00B
Participants3,146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
WSGR CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$83.4M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILSON SONSINI GOODRICH AND ROSATI GROUP WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$36.2M
Covered lives3,647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
WILSON SONSINI GOODRICH & ROSATI FLEXIBLE SPENDING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WSGR 401(K) AND PROFIT SHARING PLAN | 401k | $1.00B | 3,146 | 2024 | |
| 005 | WSGR CASH BALANCE RETIREMENT PLAN | CashBalance | $83.4M | 297 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILSON SONSINI GOODRICH AND ROSATI GROUP WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $36.2M | 3,647 | 2024 | |
| 504 | WILSON SONSINI GOODRICH & ROSATI FLEXIBLE SPENDING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans