Allen Overy Shearman Sterling US LLP
Overview
Allen Overy Shearman Sterling US LLP sponsors a self-funded health plan that covered 1,306 participants in plan year 2025, up 45% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,306 · prior year 900
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Shearman & Sterling LLP Welfare Benefits Plan, plan 502 (1,306 participants); Shearman & Sterling LLP Flexible Spending Account Plan, plan 508 (326 participants); Shearman & Sterling LLP Retired Employee Health Reimbursement Arrangement, plan 510 (126 participants); Shearman & Sterling LLP Post-Age 65 Retired Partner Health Benefits Plan, plan 509 (44 participants)
- Broker compensation
- $133K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| First Unum Life Insurance Company | Life, Long-term disability | 1,021 | $1.7M | $133K |
| Vision Service Plan | Vision | 778 | $266K | — |
| Metropolitan General Insurance Company | Legal | 247 | $75K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,306 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Allen Overy Shearman Sterling US LLP
- Sponsor EIN
- 13-5514352
- Plan numbers
- 502, 508, 510, 509
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-5514352 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- A&o Shearman 401(k) Plan
- Type
- 401(k) plan
- Participants
- 2,970
About this data
Source: Allen Overy Shearman Sterling US LLP's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Allen Overy Shearman Sterling US LLP.