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Sponsor portfolio

RICHARDS, WATSON & GERSHON, A PROFESSIONAL CORPORATION

EIN 95-3292015-legal services-Latest filing 2025
Plans
3
Retirement
2
$99.6M assets
Welfare
1
$1.8M premiums
Participants
279
350 SOUTH GRAND AVENUE,, 37TH FLOOR - LOS ANGELES, CA 90071213-626-8484LinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#013401k-$90.4M - 109 part#014401k-$9.2M - 44 part#501Fully Insured-$1.8M - 186 lives

Retirement portfolio analytics

2 plans aggregated / $99.6M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#013)91%
  • & GERSHON 401(K) (#014)9%
Total $99.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#013)109
  • & GERSHON 401(K) (#014)44
Total 153Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$419K
  • Dental$286K
  • Vision$277K
  • Life$277K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • DIGITAL INSURANCE LLC85%
  • CENTRO BENEFITS RESEARCH LLC10%
  • LONG TERM CARE SOLUTIONS, INC.5%
  • ENROLLEASE0%
Total $186K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#013

RICHARDS, WATSON & GERSHON 401(K) PROFIT SHARING PLAN

401k

Assets$90.4M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

RICHARDS, WATSON & GERSHON 401(K) PLAN

401k

Assets$9.2M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RICHARDS WATSON & GERSHON APC GROUP LIFE & HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.8M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
013RICHARDS, WATSON & GERSHON 401(K) PROFIT SHARING PLAN401k$90.4M1092025
014RICHARDS, WATSON & GERSHON 401(K) PLAN401k$9.2M442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RICHARDS WATSON & GERSHON APC GROUP LIFE & HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.8M1862025
Retirement plans
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