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Sponsor portfolio

LIEBERT CASSIDY WHITMORE

EIN 95-3658973-law practice-Latest filing 2025
Plans
2
Retirement
1
$68.0M assets
Welfare
1
$3.9M premiums
Participants
441
6033 W CENTURY BLVD STE 500 - LOS ANGELES, CA 900456423310-981-2000lcwlegal.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$68.0M - 236 part#504Fully Insured-$3.9M - 209 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Other$536K
  • Dental$492K
  • Vision$492K
  • Life$492K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • DIGITAL INSURANCE LLC92%
  • CENTRO BENEFITS RESEARCH LLC8%
Total $295K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST

401k

Assets$68.0M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

LIEBERT CASSIDY WHITMORE EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST401k$68.0M2362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504LIEBERT CASSIDY WHITMORE EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.9M2092025
Retirement plans
Welfare plans
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