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Sponsor portfolio

WOOD, SMITH, HENNING & BERMAN, LLP

EIN 95-4608126-law practice-Latest filing 2025
Plans
4
Retirement
3
$69.6M assets
Welfare
1
$11.8M premiums
Participants
1,710
10960 WILSHIRE BOULEVARD, 18TH FLOOR - LOS ANGELES, CA 90024310-481-7600wshblaw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
4 filings
#003401k-$40.0M - 737 part#001401k-$18.1M - 116 part#005CashBalance-$11.4M - 108 part#501Fully Insured-$11.8M - 1,270 lives

Retirement portfolio analytics

3 plans aggregated / $69.6M assets / 961 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN AND TRUST (#003)58%
  • PLAN AND TRUST (#001)26%
  • CASH BALANCE PLAN (#005)16%
Total $69.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY58%
  • (Not disclosed)42%
Total $69.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)737
  • PLAN AND TRUST (#001)116
  • CASH BALANCE PLAN (#005)108
Total 961Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • PAN-AMERICAN LIFE INSURANCE COMPANY0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $11.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $616K1 slice

Plan deep-dives

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

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

401k

Assets$40.0M
Participants737
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

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

401k

Assets$18.1M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

WOOD, SMITH, HENNING & BERMAN LLP CASH BALANCE PLAN

CashBalance

Assets$11.4M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

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

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$11.8M
Covered lives1,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST401k$40.0M7372024
001WOOD, SMITH, HENNING & BERMAN LLP 401(K) PLAN AND TRUST401k$18.1M1162024
005WOOD, SMITH, HENNING & BERMAN LLP CASH BALANCE PLANCashBalance$11.4M1082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOOD, SMITH, HENNING & BERMAN, LLP HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$11.8M1,2702025
Retirement plans
Welfare plans
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