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Sponsor portfolio

PROCOPIO, CORY, HARGREAVES & SAVITCH LLP

EIN 95-1634364-law practice-Latest filing 2025
Plans
5
Retirement
3
$232.6M assets
Welfare
2
$5.2M premiums
Participants
1,512
525 B STREET, SUITE 2200 - SAN DIEGO, CA 92101619-238-1900procopio.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
5 filings
#002401k-$182.6M - 540 part#004CashBalance-$28.8M - 112 part#003401k-$21.2M - 218 part#501Fully Insured-$4.8M - 248 lives#502Fully Insured-$368K - 314 lives

Retirement portfolio analytics

3 plans aggregated / $232.6M assets / 870 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#002)78%
  • PLAN FOR PARTNERS (#004)12%
  • NONPARTNER ATTORNEY 401(K) (#003)9%
Total $232.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • MILLIMAN, INC.88%
  • (Not disclosed)12%
Total $232.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)540
  • NONPARTNER ATTORNEY 401(K) (#003)218
  • PLAN FOR PARTNERS (#004)112
Total 870Click row to drill in

Benefits portfolio analytics

2 plans / $5.2M premiums / 562 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Dental$4.8M
  • Prescription drug$4.8M
  • Other$368K
  • Life$304K
  • Long-term disability$238K
  • +1 more
Total $5.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
Total $5.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • AON CONSULTING INC0%
Total $302K2 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

PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN

401k

Assets$182.6M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PROCOPIO, CORY, HARGREAVES & SAVITCH LLP RETIREMENT PLAN FOR PARTNERS

CashBalance

Assets$28.8M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PROCOPIO CORY HARGREAVES & SAVITCH LLP NONPARTNER ATTORNEY 401(K) PLAN

401k

Assets$21.2M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROCOPIO, CORY, HARGREAVES & SAVITCH LLP & ITS WHOLLY OWNED SUBSIDIARIES HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.8M
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PROCOPIO, CORY, HARGREAVES & SAVITCH LLP AND ITS WHOLLY OWNED SUBSIDIARIES DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$368K
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN401k$182.6M5402024
004PROCOPIO, CORY, HARGREAVES & SAVITCH LLP RETIREMENT PLAN FOR PARTNERSCashBalance$28.8M1122024
003PROCOPIO CORY HARGREAVES & SAVITCH LLP NONPARTNER ATTORNEY 401(K) PLAN401k$21.2M2182024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROCOPIO, CORY, HARGREAVES & SAVITCH LLP & ITS WHOLLY OWNED SUBSIDIARIES HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.8M2482025
502PROCOPIO, CORY, HARGREAVES & SAVITCH LLP AND ITS WHOLLY OWNED SUBSIDIARIES DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$368K3142025
Retirement plans
Welfare plans
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