Assets by plan
Share of aggregate retirement assets
Filings through .
Burke, Williams & Sorensen, LLP
EIN 95-1705973law practiceLatest filing 2025
Plans
5
Retirement
4
$106.0M assets
Health & Benefits
1
$6.0M premiums
Participants
684
444 SOUTH FLOWER STREET, 40TH FLOOR - LOS ANGELES, CA 90071213-236-0600bwslaw.comLinkedIn201-500 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
4 plans aggregated / $106.0M assets / 473 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.0M premiums / 279 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.0M
- Prescription drug$5.0M
- Long-term disability$869K
- Other$692K
- Dental$602K
- Life$602K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BURKE, WILLIAMS & SORENSEN, LLP 401(K) PROFIT SHARING PLAN
401(k)
Assets$58.5M
Participants157
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE 401(K) PROFIT SHARING PLAN
401(k)
Assets$40.3M
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BURKE WILLIAMS & SORENSEN LLP DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$5.5M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.8M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BURKE, WILLIAMS & SORENSEN LLP
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$6.0M
Covered lives279
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BURKE, WILLIAMS & SORENSEN, LLP 401(K) PROFIT SHARING PLAN | 401(k) | $58.5M | 157 | 2025 |
| #004 | BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE 401(K) PROFIT SHARING PLAN | 401(k) | $40.3M | 231 | 2025 |
| #001 | BURKE WILLIAMS & SORENSEN LLP DEFINED BENEFIT PENSION PLAN | Traditional DB | $5.5M | 47 | 2025 |
| #003 | BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.8M | 38 | 2025 |
- #002 · 401(k) · 2025157
- #004 · 401(k) · 2025231
- #001 · Traditional DB · 202547
- #003 · Traditional DB · 202538
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BURKE, WILLIAMS & SORENSEN LLP | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $6.0M | 279 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025279
Retirement plans
Health & Benefits plans