Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LATHAM & WATKINS LLP
EIN 95-2018373Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$3.52B assets
Welfare
1
$15.9M premiums
Participants
16,407
555 WEST FIFTH STREET, SUITE 300 - LOS ANGELES, CA 900131021213-891-1200
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.52B assets / 8,711 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
87%top
- CHARLES SCHWAB & CO., INC.87%
- (Not disclosed)13%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $15.9M premiums / 7,333 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$14.0M
- Life$13.6M
- Short-term disability$12.3M
- Long-term disability$12.3M
- Dental$1.5M
- Health$1.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- METROPOLITAN LIFE INSURANCE COMPANY86%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN4%
- AETNA LIFE INSURANCE COMPANY1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
82%top
- PETER LIZOTTE82%
- EXECUTIVE FINANCIAL BENE-FACTS INC8%
- MML INS AGENCY LLC7%
- EDGEWOOD PARTNERS INSURANCE CENTER2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN
401k
Assets$3.07B
Participants8,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#046
LATHAM & WATKINS CASH BALANCE PLAN
CashBalance
Assets$450.6M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LATHAM & WATKINS WELFARE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE CO
Premiums$15.9M
Covered lives7,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | 401k | $3.07B | 8,106 | 2024 | |
| 046 | LATHAM & WATKINS CASH BALANCE PLAN | CashBalance | $450.6M | 605 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LATHAM & WATKINS WELFARE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE CO | $15.9M | 7,333 | 2024 |
Retirement plans
Welfare plans