Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOEB & LOEB LLP
EIN 95-1780806Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$450.6M assets
Welfare
1
$9.9M premiums
Participants
1,842
10100 SANTA MONICA BOULEVARD, SUITE 2200 - LOS ANGELES, CA 900674120310-282-2307
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $450.6M assets / 1,110 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- AMERICAN UNITED LIFE INSURANCE CO97%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.9M premiums / 1,815 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.1M
- Prescription drug$6.1M
- Other$3.3M
- Life$2.1M
- Short-term disability$1.0M
- Long-term disability$1.0M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
61%top
- UNITED HEALTHCARE INSURANCE COMPANY61%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA21%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
- AETNA LIFE INSURANCE COMPANY5%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
43%top
- FREDERICK W. HOWARTH III43%
- FREDEICK W HOWARTH III30%
- WILLIS TOWERS WATSON US LLC23%
- FOUNDATION RISK PARTNERS CORP4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
LOEB & LOEB LLP PROFIT SHARING AND 401(K) PLAN
401k
Assets$438.1M
Participants1,024
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
LOEB & LOEB LLP CASH BALANCE PENSION PLAN II
CashBalance
Assets$12.5M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOEB & LOEB LLP HEALTH AND WELFARE PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$9.9M
Covered lives1,815
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | LOEB & LOEB LLP PROFIT SHARING AND 401(K) PLAN | 401k | $438.1M | 1,024 | 2024 | |
| 007 | LOEB & LOEB LLP CASH BALANCE PENSION PLAN II | CashBalance | $12.5M | 86 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOEB & LOEB LLP HEALTH AND WELFARE PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $9.9M | 1,815 | 2024 |
Retirement plans
Welfare plans