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Sponsor portfolio

LITTLER MENDELSON, P.C.

EIN 94-2602731-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$1.12B assets
Welfare
1
$6.5M premiums
Participants
5,754
101 SECOND STREET, SUITE 1000 - SAN FRANCISCO, CA 94105415-288-6664
Plans on this EIN
3 filings
#003401k-$1.09B - 3,317 part#004CashBalance-$27.7M - 142 part#502Fully Insured-$6.5M - 2,297 lives

Retirement portfolio analytics

2 plans aggregated / $1.12B assets / 3,459 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PLAN AND TRUST (#003)98%
  • CASH BALANCE PENSION (#004)2%
Total $1.12BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • CHARLES SCHWAB & CO., INC.98%
  • (Not disclosed)2%
Total $1.12BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)3,317
  • CASH BALANCE PENSION (#004)142
Total 3,459Click row to drill in

Benefits portfolio analytics

1 plan / $6.5M premiums / 2,297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.4M
  • Other$1.7M
  • Long-term disability$1.6M
  • Vision$291K
  • Health$117K
  • Prescription drug$40K
  • +2 more
Total $6.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • SUN LIFE ASSURANCE COMPANY OF CANADA24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA23%
  • VISION SERVICE PLAN4%
  • JANUS ASSOCIATES, INC. DBA BHS2%
  • +3 more
Total $6.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • EDGEWOOD PARTNERS INSURANCE CENTER85%
  • MML INS AGENCY LLC8%
  • STRATEGIC NON-MEDICAL SOLUTION5%
  • INTEGRO INSURANCE BROKERS1%
  • AMWINS1%
  • +2 more
Total $813K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LITTLER MENDELSON 401(K) PLAN AND TRUST

401k

Assets$1.09B
Participants3,317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LITTLER MENDELSON P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$27.7M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LITTLER MENDELSON, P.C. HEALTH CARE CHOICE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$6.5M
Covered lives2,297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LITTLER MENDELSON 401(K) PLAN AND TRUST401k$1.09B3,3172024
004LITTLER MENDELSON P.C. CASH BALANCE PENSION PLANCashBalance$27.7M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LITTLER MENDELSON, P.C. HEALTH CARE CHOICE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$6.5M2,2972024
Retirement plans
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