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Sponsor portfolio

KNOBBE, MARTENS, OLSON & BEAR, LLP

EIN 95-3605138-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$411.0M assets
Welfare
1
$8.6M premiums
Participants
1,677
2040 MAIN STREET, 14TH FLOOR - IRVINE, CA 92614949-760-0404
Plans on this EIN
3 filings
#004401k-$363.4M - 968 part#006CashBalance-$47.6M - 100 part#504Mixed-$8.6M - 1,032 lives

Retirement portfolio analytics

2 plans aggregated / $411.0M assets / 1,068 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • 401(K) RETIREMENT Savings (#004)88%
  • PENSION PLAN II (#006)12%
Total $411.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • CHARLES SCHWAB & CO., INC.88%
  • (Not disclosed)12%
Total $411.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#004)968
  • PENSION PLAN II (#006)100
Total 1,068Click row to drill in

Benefits portfolio analytics

1 plan / $8.6M premiums / 1,032 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.2M
  • Vision$8.2M
  • Prescription drug$8.2M
  • Other$396K
  • Life$280K
  • Long-term disability$86K
Total $8.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $8.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • STRATEGIC EMPLOYEE BENEFIT SERVICES1%
  • BENEFIT COMMUNICATIONS INC0%
Total $278K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$363.4M
Participants968
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

KNOBBE MARTENS OLSON & BEAR, LLP CASH BALANCE PENSION PLAN II

CashBalance

Assets$47.6M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

KNOBBE, MARTENS, OLSON & BEAR, LLP EMPLOYEE HEALTH PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$8.6M
Covered lives1,032
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN401k$363.4M9682024
006KNOBBE MARTENS OLSON & BEAR, LLP CASH BALANCE PENSION PLAN IICashBalance$47.6M1002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504KNOBBE, MARTENS, OLSON & BEAR, LLP EMPLOYEE HEALTH PLANMixedAETNA LIFE INSURANCE COMPANY$8.6M1,0322024
Retirement plans
Welfare plans
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