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
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $89.7M assets / 1,131 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $11.8M premiums / 1,270 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)
401(k)
Cash balance
Fully insured - AETNA LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST | 401(k) | $48.5M | 886 | 2025 |
| #001 | WOOD, SMITH, HENNING & BERMAN LLP 401(K) PLAN AND TRUST | 401(k) | $26.1M | 125 | 2025 |
| #005 | WOOD, SMITH, HENNING & BERMAN LLP CASH BALANCE PLAN | Cash balance | $15.1M | 120 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WOOD, SMITH, HENNING & BERMAN, LLP HEALTH & WELFARE PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $11.8M | 1,270 | 2025 |