Form 5500 · Employee benefit plan · PHILADELPHIA, PA

SAUL EWING LLP

The filing calls this plan SAUL EWING RETIREMENT PLAN.

SAUL EWING LLP of PHILADELPHIA, PA is a 1,185-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Coverage is written through NORTHWESTERN MUTUAL and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record

Not disclosed

Insurance carrier

NORTHWESTERN MUTUAL

Policy year ends

Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1416352 · plan 003 · plan year 2024, filed Feb 13, 2026

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year

1,185

Active at start of year

841

Active at end of year

869

Disclosed commissions

Typical renewal

January 1

Benefits declared on this filing

Healthdeclared under plan 511

Dentaldeclared under plan 511

Visiondeclared under plan 511

Lifeinsured — NORTHWESTERN MUTUAL

Disabilitydeclared under plan 511

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

All 2 insured contracts are life coverage, split across NORTHWESTERN MUTUAL and NEW YORK LIFE INSURANCE COMPANY.

Reported premium is $11,536; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Two carriers split the book: NORTHWESTERN MUTUAL and NEW YORK LIFE INSURANCE COMPANY.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
NORTHWESTERN MUTUAL	Life, Annuity / GIC	0	Jan 1, 2025	$11,536	$0
NEW YORK LIFE INSURANCE COMPANY	Annuity / GIC	177	Jan 1, 2025	$23,962,297	$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

CAPFINANCIAL PARTNERS, LLC

Named on Schedule C · EIN 26-0058143

$125,916

paid directly by the plan

SCHWAB RETIREMENT PLAN SERVICES,INC

Recordkeeping and information management · EIN 34-1479833

$62,905

paid directly by the plan

FIRST FOUNDATION ADVISORS

Named on Schedule C · EIN 33-0221828

$52,234

paid directly by the plan

APRICUS WEALTH LLC

Named on Schedule C · EIN 61-1947713

$33,387

paid directly by the plan

WESTMOUNT PARTNERS LLC

Named on Schedule C · EIN 45-2550468

$21,864

paid directly by the plan

EISNERAMPER LLP

Accounting and audit · EIN 13-1639826

$19,760

paid directly by the plan

MYCIO WEALTH PARTNERS LLC

Named on Schedule C · EIN 20-2611371

$18,734

paid directly by the plan

VERDENCE CAPITAL ADVISORS LLC

Named on Schedule C · EIN 82-1548745

$16,232

paid directly by the plan

AURDAN CAPITAL MANAGEMENT LLC

Named on Schedule C · EIN 99-0588333

$13,199

paid directly by the plan

COHO PARTNERS LTD

Named on Schedule C · EIN 23-3004662

$12,268

paid directly by the plan

SCHIAVI & COMPANY LLC

Named on Schedule C · EIN 20-8034395

$11,369

paid directly by the plan

EISNERAMPER LLP

Accounting and audit · EIN 87-1363769

$10,920

paid directly by the plan

MCADAM LLC

Named on Schedule C · EIN 47-1994636

$10,558

paid directly by the plan

APEXIUM FINANCIAL LP

Named on Schedule C · EIN 47-4515025

$8,710

paid directly by the plan

CLEAR CAPITAL MANAGEMENT LP

Named on Schedule C · EIN 87-3915849

$5,645

paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end

$489,252,177

Paid out in benefits

$30,534,438

Paid to insurance carriersSchedule H, line 2e(2)

$720

Independent accountantEIN 87-1363769

EISNERAMPER,LLP

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$21,180

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

plan 511Insured benefit plan · 5 Schedule A contractsRenews ~Nov 1 Saul Ewing Pension PlanForm 5500-SF filing · no insured Schedule A contracts

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