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Sponsor portfolio

KEKER, VAN NEST & PETERS, LLP

EIN 94-2789810-law practice-Latest filing 2025
Plans
4
Retirement
3
$133.5M assets
Welfare
1
$6.2M premiums
Participants
609
633 BATTERY STREET - SAN FRANCISCO, CA 94111415-391-5400keker.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$118.5M - 200 part#003401k-$9.3M - 120 part#005CashBalance-$5.7M - 53 part#501Fully Insured-$6.2M - 363 lives

Retirement portfolio analytics

3 plans aggregated / $133.5M assets / 373 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • LLP RETIREMENT PLAN (#002)89%
  • LLP ASSOCIATES' 401(K) (#003)7%
  • BALANCE PLAN 2024 (#005)4%
Total $133.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • MILLIMAN, INC.89%
  • (Not disclosed)11%
Total $133.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT PLAN (#002)200
  • LLP ASSOCIATES' 401(K) (#003)120
  • BALANCE PLAN 2024 (#005)53
Total 373Click row to drill in

Benefits portfolio analytics

1 plan / $6.2M premiums / 363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Prescription drug$5.6M
  • Dental$3.9M
  • Long-term disability$518K
  • Life$434K
  • Other$434K
  • +1 more
Total $6.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • AETNA LIFE INSURANCE COMPANY67%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • STANDARD INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
Total $6.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALLIANT INSURANCE SERVICES, INC.98%
  • DARREN V BAKER2%
Total $323K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KEKER, VAN NEST & PETERS LLP RETIREMENT PLAN

401k

Assets$118.5M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KEKER, VAN NEST & PETERS LLP ASSOCIATES' 401(K) PLAN

401k

Assets$9.3M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

KEKER, VAN NEST & PETERS LLP CASH BALANCE PLAN 2024

CashBalance

Assets$5.7M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEKER, VAN NEST & PETERS HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$6.2M
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002KEKER, VAN NEST & PETERS LLP RETIREMENT PLAN401k$118.5M2002024
003KEKER, VAN NEST & PETERS LLP ASSOCIATES' 401(K) PLAN401k$9.3M1202024
005KEKER, VAN NEST & PETERS LLP CASH BALANCE PLAN 2024CashBalance$5.7M532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEKER, VAN NEST & PETERS HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$6.2M3632025
Retirement plans
Welfare plans
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