Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS
EIN 95-3605309Latest filing 2025
Plans
4
Retirement
3
$325.3M assets
Welfare
1
$13.0M premiums
Participants
1,150
Retirement portfolio analytics
3 plans aggregated / $325.3M assets / 714 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- CHARLES SCHWAB & CO., INC.93%
- (Not disclosed)7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $13.0M premiums / 601 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.9M
- Prescription drug$11.9M
- Other$1.1M
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
78%top
- AETNA LIFE INSURANCE COMPANY78%
- KAISER FOUNDATION HEALTH PLAN INC14%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- VISION SERVICE PLAN0%
- EMPATHIA, INC.0%
Broker market share
Schedule A broker compensation
96%top
- USI INSURANCE SERVICES LLC96%
- TBG WEST INSURANCE SERVICES3%
- LOCKTON COMPANIES, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN
401k
Assets$303.2M
Participants588
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
ALLEN MATKINS CASH BALANCE PENSION PLAN III
CashBalance
Assets$21.5M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
ALLEN MATKINS CASH BALANCE PENSION PLAN II
CashBalance
Assets$648K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMLGMN HEALTH & WELFARE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$13.0M
Covered lives601
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | 401k | $303.2M | 588 | 2024 | |
| 007 | ALLEN MATKINS CASH BALANCE PENSION PLAN III | CashBalance | $21.5M | 126 | 2024 | |
| 006 | ALLEN MATKINS CASH BALANCE PENSION PLAN II | CashBalance | $648K | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMLGMN HEALTH & WELFARE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $13.0M | 601 | 2025 |
Retirement plans
Welfare plans