Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COX, CASTLE & NICHOLSON LLP
EIN 95-2547124law practiceLatest filing 2025
Plans
6
Retirement
4
$291.6M assets
Welfare
2
$4.5M premiums
Participants
860
2029 CENTURY PARK EAST, 21ST FLOOR - LOS ANGELES, CA 90067310-284-2200coxcastle.comLinkedIn201-500 employeeslaw practice
Retirement portfolio analytics
4 plans aggregated / $291.6M assets / 378 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- ONEDIGITAL INVESTMENT ADVISORS LLC93%
- (Not disclosed)7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.5M premiums / 449 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Dental$3.8M
- Prescription drug$3.8M
- Other$618K
- Life$246K
- Long-term disability$193K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
62%top
- GALLAGHER BENEFIT SERVICES, INC.62%
- FREDERICK W. HOWARTH III38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN
401k
Assets$269.9M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
COX CASTLE AND NICHOLSON LLP CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$11.7M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN
401k
Assets$9.8M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$76K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP INSURANCE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.3M
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LONG TERM DISABILITY
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$193K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN | 401k | $269.9M | 248 | 2024 | |
| 006 | COX CASTLE AND NICHOLSON LLP CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $11.7M | 62 | 2024 | |
| 005 | COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN | 401k | $9.8M | 68 | 2024 | |
| 004 | COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLAN | CashBalance | $76K | 0 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.3M | 224 | 2025 | |
| 502 | LONG TERM DISABILITY | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $193K | 225 | 2025 |
Retirement plans
Welfare plans