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Sponsor portfolio

KNOBBE, MARTENS, OLSON & BEAR, LLP

EIN 95-3605138-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$417.9M assets
Welfare
1
$9.0M premiums
Participants
1,602
2040 MAIN STREET, 14TH FLOOR - IRVINE, CA 92614949-760-0404
Plans on this EIN
3 filings
#004401k-$363.4M - 968 part#006CashBalance-$54.6M - 97 part#504Mixed-$9.0M - 910 lives

Retirement portfolio analytics

2 plans aggregated / $417.9M assets / 1,065 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • 401(K) RETIREMENT Savings (#004)87%
  • PENSION PLAN II (#006)13%
Total $417.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • CHARLES SCHWAB & CO., INC.87%
  • (Not disclosed)13%
Total $417.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#004)968
  • PENSION PLAN II (#006)97
Total 1,065Click row to drill in

Benefits portfolio analytics

1 plan / $9.0M premiums / 910 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.6M
  • Vision$8.6M
  • Prescription drug$8.6M
  • Other$402K
  • Life$275K
  • Long-term disability$81K
Total $9.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $9.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • BENEFIT COMMUNICATIONS INC3%
  • AGIS NETWORK INSURANCE SERVICE1%
  • MORRIS, CHRISTOPHER, ROBERT0%
Total $297K4 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$54.6M
Participants97
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$9.0M
Covered lives910
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$54.6M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504KNOBBE, MARTENS, OLSON & BEAR, LLP EMPLOYEE HEALTH PLANMixedAETNA LIFE INSURANCE COMPANY$9.0M9102025
Retirement plans
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