Form 5500 · Employee benefit plan · NEW YORK, NY
WACHTELL, LIPTON, ROSEN & KATZ
Public Form 5500 records show how WACHTELL, LIPTON, ROSEN & KATZ (NEW YORK, NY) structures its employee benefits. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1935773 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | — | 559 | December | $24,998 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 637 | December | $23,550 |
| FEDERAL INSURANCE COMPANY | — | 642 | January | $5,766 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK | Vision | 736 | December | $4,825 |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | — | 634 | December | $3,446 |
Questions
Who is WACHTELL, LIPTON, ROSEN & KATZ's benefits broker?
Per its most recent Form 5500 Schedule A, WACHTELL, LIPTON, ROSEN & KATZ's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does WACHTELL, LIPTON, ROSEN & KATZ use?
WACHTELL, LIPTON, ROSEN & KATZ's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does WACHTELL, LIPTON, ROSEN & KATZ's group plan renew?
The most recent Schedule A policy period for WACHTELL, LIPTON, ROSEN & KATZ ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WACHTELL, LIPTON, ROSEN & KATZ's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.