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Sponsor portfolio

JEFFER MANGELS & MITCHELL LLP

EIN 95-3669194-law practice-Latest filing 2025
Plans
5
Retirement
4
$179.5M assets
Welfare
1
$3.7M premiums
Participants
597
1900 AVENUE OF THE STARS, 7TH FLOOR - LOS ANGELES, CA 90067310-203-8080jmbm.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
5 filings
#003401k-$150.6M - 261 part#009CashBalance-$17.2M - 68 part#008401k-$6.0M - 23 part#010CashBalance-$5.7M - 59 part#501Fully Insured-$3.7M - 212 lives

Retirement portfolio analytics

4 plans aggregated / $179.5M assets / 411 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • SHARING AND 401(K) (#003)84%
  • CASH BALANCE PLAN (#009)10%
  • LLP ATTORNEY 401(K) (#008)3%
  • CASH BALANCE PLAN (#010)3%
Total $179.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND 401(K) (#003)261
  • CASH BALANCE PLAN (#009)68
  • CASH BALANCE PLAN (#010)59
  • LLP ATTORNEY 401(K) (#008)23
Total 411Click row to drill in

Benefits portfolio analytics

1 plan / $3.7M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Other$442K
  • Life$374K
  • Dental$169K
  • Long-term disability$102K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • AETNA LIFE INSURANCE COMPANY67%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +3 more
Total $3.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • BROWN & BROWN INSURANCE SERVICES88%
  • FREDERICK W. HOWARTH III6%
  • KEVIN MICHAEL NAGLE1%
  • LAKEVIEW FINANCIAL1%
  • WILSHIRE FINANCIAL & INSURANCE SERV1%
  • +3 more
Total $186K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN

401k

Assets$150.6M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

JEFFER MANGELS BUTLER & MITCHELL LLP PARTNERS CASH BALANCE PLAN

CashBalance

Assets$17.2M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#008

JEFFER MANGELS BUTLER & MITCHELL LLP ATTORNEY 401(K) PLAN

401k

Assets$6.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#010

JEFFER MANGELS & MITCHELL LLP PARTNERS CASH BALANCE PLAN

CashBalance

Assets$5.7M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

JEFFER MANGELS BUTLER AND MITCHELL LLP HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN401k$150.6M2612024
009JEFFER MANGELS BUTLER & MITCHELL LLP PARTNERS CASH BALANCE PLANCashBalance$17.2M682024
008JEFFER MANGELS BUTLER & MITCHELL LLP ATTORNEY 401(K) PLAN401k$6.0M232024
010JEFFER MANGELS & MITCHELL LLP PARTNERS CASH BALANCE PLANCashBalance$5.7M592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEFFER MANGELS BUTLER AND MITCHELL LLP HEALTH AND WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.7M2122025
Retirement plans
Welfare plans
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