Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LATHAM & WATKINS LLP
EIN 95-2018373Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$3.56B assets
Welfare
1
$17.1M premiums
Participants
17,001
555 WEST FIFTH STREET, SUITE 300 - LOS ANGELES, CA 900131020213-891-1200
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.56B assets / 8,826 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
86%top
- CHARLES SCHWAB & CO., INC.86%
- (Not disclosed)14%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $17.1M premiums / 7,782 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$15.1M
- Life$14.6M
- Short-term disability$13.4M
- Long-term disability$13.4M
- Dental$1.5M
- Health$1.3M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- METROPOLITAN LIFE INSURANCE COMPANY87%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN3%
- AETNA LIFE INSURANCE COMPANY1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
83%top
- PETER LIZOTTE83%
- EXECUTIVE FINANCIAL BENE-FACTS INC9%
- MML INS AGENCY LLC6%
- 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$493.4M
Participants720
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$17.1M
Covered lives7,782
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 | $493.4M | 720 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LATHAM & WATKINS WELFARE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE CO | $17.1M | 7,782 | 2025 |
Retirement plans
Welfare plans