PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ALLEN OVERY SHEARMAN STERLING US LLP

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 13-5514352

ALLEN OVERY SHEARMAN STERLING US LLP

599 LEXINGTON AVENUE · NEW YORK, NY 10022
2128484000
Plans filed
5
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
1,021
No prior year
Total participants
1,265
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #502$2.0M
SHEARMAN & STERLING LLP WELFARE BENEFITS PLAN
Mixed1,021 covered·3 carriers
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #501$634K
ALLEN & OVERY LLP WELFARE BENEFITS PLAN
Mixed786 covered·2 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #508$0
SHEARMAN & STERLING LLP FLEXIBLE SPENDING ACCOUNT PLAN
Self-funded0 covered·0 carriers
Plan #509$0
SHEARMAN & STERLING LLP POST-AGE 65 RETIRED PARTNER HEALTH BENEFITS PLAN
Self-funded0 covered·0 carriers
Plan #510$0
SHEARMAN & STERLING LLP RETIRED EMPLOYEE HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.7M32.6%
Life$1.7M31.2%
Long-term disability$1.7M31.2%
Vision$266K5.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$1.7M83.1%111,021
VISION SERVICE PLAN
EIN 222777159
V
$266K13.2%11778
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$75K3.7%11247

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILFIRST UNUM LIFE INSURANCE COMPANY$91K$42K$133K100.0%1

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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica