Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$272K
- Vision$272K
- Long-term disability$42K
- Life$19K
- Other$19K
Sponsor portfolio
STRATEGIC VALUE PARTNERS, LLC
EIN 03-0455248investment managementLatest filing 2024
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$333K premiums
Participants
401
100 WEST PUTNAM AVENUE - GREENWICH, CT 06830203-618-3500svpglobal.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $333K premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
- LIFE INSURANCE COMPANY OF NORTH AMERICA18%
Broker market share
Schedule A broker compensation
62%top
- FIELDSTONE INSURANCE GROUP, LLC62%
- PROFESSIONAL GROUP PLANS INC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STRATEGIC VALUE PARTNERS 401(K) PROFIT SHARING PLAN
401k
Assets$34.5M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STRATEGIC VALUE PARTNERS WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$333K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATEGIC VALUE PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $34.5M | 240 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STRATEGIC VALUE PARTNERS WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $333K | 161 | 2024 |
Retirement plans
Welfare plans