Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FENWICK & WEST LLP
EIN 94-2708481law practiceLatest filing 2024
Plans
5
Retirement
2
$746.9M assets
Welfare
3
$5.4M premiums
Participants
4,404
SILICON VALLEY CENTER, 801 CALIFORNIA ST. - MOUNTAIN VIEW, CA 94041650-988-8500fenwick.comLinkedIn501-1000 employeeslaw practice
Retirement portfolio analytics
2 plans aggregated / $746.9M assets / 2,068 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $5.4M premiums / 2,445 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Prescription drug$3.8M
- Other$1.4M
- Life$1.0M
- Vision$175K
- Dental$35K
Carrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- UNUM LIFE INSURANCE COMPANY OF AMERICA19%
- LYRA HEALTH, INC.6%
- VISION SERVICE PLAN3%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
99%top
- ALLIANT INSURANCE SERVICES, INC.99%
- AON CONSULTING INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$686.9M
Participants1,905
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
FENWICK & WEST LLP PARTNERS' PENSION PLAN II
CashBalance
Assets$59.9M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP HEALTH PLAN FOR EMPLOYEES OF FENWICK AND WEST LLP
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$4.3M
Covered lives1,370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
FENWICK AND WEST LLP LIFE AND LONG TERM DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.0M
Covered lives1,075
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
FENWICK AND WEST LLP FLEXIBLE BENEFIT 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 | |
|---|---|---|---|---|---|---|
| 003 | FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN | 401k | $686.9M | 1,905 | 2024 | |
| 006 | FENWICK & WEST LLP PARTNERS' PENSION PLAN II | CashBalance | $59.9M | 163 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP HEALTH PLAN FOR EMPLOYEES OF FENWICK AND WEST LLP | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $4.3M | 1,370 | 2024 | |
| 505 | FENWICK AND WEST LLP LIFE AND LONG TERM DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.0M | 1,075 | 2024 | |
| 503 | FENWICK AND WEST LLP FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans