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Form 5500 · Employee benefit plan · NEW YORK, NY

WACHTELL, LIPTON, ROSEN & KATZ

WACHTELL, LIPTON, ROSEN & KATZ's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1935773 · plan 502 · as of Jul 2026

Participants
624
Carriers on file
1
Disclosed commissions
$68,130
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
FIRST UNUM LIFE INSURANCE COMPANYDisability629December$68,130

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.

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.