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Sponsor portfolioWelfare / HealthEIN 13-1935773

WACHTELL, LIPTON, ROSEN & KATZ

51 WEST 52ND STREET · NEW YORK, NY 100196160
2124031000
Plans filed
3
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
2,454
No prior year
Total participants
1,821
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$1.5M
WACHTELL, LIPTON, ROSEN & KATZ LONG TERM DISABILITY PLAN
Fully insured633 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #503$870K
WACHTELL, LIPTON, ROSEN & KATZ DENTAL ASSISTANCE PLAN
Fully insured1,091 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$809K
WACHTELL, LIPTON, ROSEN & KATZ EMPLOYEE WELFARE BENEFIT PLAN
Mixed730 covered·4 carriers
Primary: FIRST UNUM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$1.5M47.9%
Dental$870K27.0%
Life$418K13.0%
Short-term disability$265K8.2%
Other$72K2.2%
Vision$54K1.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTD
$2.2M69.1%231,269
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$870K27.0%111,091
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 860773195
V
$54K1.7%11730
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$38K1.2%11642
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
Oth
$34K1.0%11633

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, FEDERAL INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK, NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$160K$43K$203K100.0%3

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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