Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RUTAN & TUCKER, LLP
EIN 95-3519027law practiceLatest filing 2025
Plans
4
Retirement
3
$204.1M assets
Welfare
1
$4.1M premiums
Participants
722
18575 JAMBOREE ROAD, 9TH FLOOR - IRVINE, CA 92612714-641-5100rutan.comLinkedIn201-500 employeeslaw practice
Retirement portfolio analytics
3 plans aggregated / $204.1M assets / 433 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.1M premiums / 287 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Other$367K
- Dental$329K
- Vision$329K
- Long-term disability$213K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- CALIFORNIA PHYSICIANS SERVICE84%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
97%top
- MARSH & MCLENNAN AGENCY LLC97%
- AGIS NETWORK INSURANCE SERVICE3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#013
RUTAN & TUCKER, LLP PROFIT SHARING PLAN
401k
Assets$170.6M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
RUTAN & TUCKER, LLP 401(K) PLAN
401k
Assets$19.1M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019
RUTAN & TUCKER CASH BALANCE PENSION PLAN II
CashBalance
Assets$14.4M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
RUTAN & TUCKER, LLP EMPLOYEE BENEFITS PLANS
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$4.1M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 013 | RUTAN & TUCKER, LLP PROFIT SHARING PLAN | 401k | $170.6M | 226 | 2024 | |
| 015 | RUTAN & TUCKER, LLP 401(K) PLAN | 401k | $19.1M | 138 | 2024 | |
| 019 | RUTAN & TUCKER CASH BALANCE PENSION PLAN II | CashBalance | $14.4M | 69 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | RUTAN & TUCKER, LLP EMPLOYEE BENEFITS PLANS | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $4.1M | 287 | 2025 |
Retirement plans
Welfare plans