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  2. Wood, Smith, Henning, & Berman LLP
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Filings through Oct 24, 2026.

Wood, Smith, Henning, & Berman LLP

EIN 95-4608126-law practice-Latest filing 2025
Plans
4
Retirement
3
$89.7M assets
Health & Benefits
1
$11.8M premiums
Participants
1,880
10960 WILSHIRE BLVD 18TH FLOOR - EL SEGUNDO, CA 90245310-481-7600wshblaw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
4 filings
#003401(k)-$48.5M - 886 part#001401(k)-$26.1M - 125 part#005Cash balance-$15.1M - 120 part#501Fully insured-$11.8M - 1,270 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $89.7M assets / 1,131 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#003)$48.5M
  • PLAN AND TRUST (#001)$26.1M
  • CASH BALANCE PLAN (#005)$15.1M
Total $89.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$48.5M
  • (Not disclosed)$41.2M
Total $89.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)886
  • PLAN AND TRUST (#001)125
  • CASH BALANCE PLAN (#005)120
Total 1,131Select a row to open it

Benefits portfolio analytics

1 plan / $11.8M premiums / 1,270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.3M
  • Prescription drug$11.3M
  • Dental$6.9M
  • Other$449K
  • Life$448K
  • Short-term disability$448K
  • +2 more
Total $11.8M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST

401(k)

Assets$48.5M
Participants886
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

WOOD, SMITH, HENNING & BERMAN LLP 401(K) PLAN AND TRUST

401(k)

Assets$26.1M
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

WOOD, SMITH, HENNING & BERMAN LLP CASH BALANCE PLAN

Cash balance

Assets$15.1M
Participants120
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WOOD, SMITH, HENNING & BERMAN, LLP HEALTH & WELFARE PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$11.8M
Covered lives1,270
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST401(k)$48.5M8862025
#001WOOD, SMITH, HENNING & BERMAN LLP 401(K) PLAN AND TRUST401(k)$26.1M1252025
#005WOOD, SMITH, HENNING & BERMAN LLP CASH BALANCE PLANCash balance$15.1M1202025
  • WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST$48.5M
    #003 · 401(k) · 2025886
  • WOOD, SMITH, HENNING & BERMAN LLP 401(K) PLAN AND TRUST$26.1M
    #001 · 401(k) · 2025125
  • WOOD, SMITH, HENNING & BERMAN LLP CASH BALANCE PLAN$15.1M
    #005 · Cash balance · 2025120

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WOOD, SMITH, HENNING & BERMAN, LLP HEALTH & WELFARE PLANFully insuredAETNA LIFE INSURANCE COMPANY$11.8M1,2702025
  • WOOD, SMITH, HENNING & BERMAN, LLP HEALTH & WELFARE PLAN$11.8M
    #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 20251,270
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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