Assets by plan
Share of aggregate retirement assets
- SHARING AND 401(K) (#003)$169.6M
- CASH BALANCE PLAN (#009)$17.2M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
4 plans aggregated / $199.6M assets / 450 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.7M premiums / 212 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
401(k)
Cash balance
Fully insured - AETNA LIFE INSURANCE COMPANY
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | 401(k) | $169.6M | 261 | 2025 |
| #009 | JEFFER MANGELS BUTLER & MITCHELL LLP PARTNERS CASH BALANCE PLAN | Cash balance | $17.2M | 68 | 2024 |
| #008 | JEFFER MANGELS BUTLER & MITCHELL LLP ATTORNEY 401(K) PLAN | 401(k) | $7.1M | 62 | 2025 |
| #010 | JEFFER MANGELS & MITCHELL LLP PARTNERS CASH BALANCE PLAN | Cash balance | $5.7M | 59 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JEFFER MANGELS BUTLER AND MITCHELL LLP HEALTH AND WELFARE BENEFITS PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $3.7M | 212 | 2025 |