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  2. ARROWSTREET CAPITAL L.P.
Sponsor portfolio

ARROWSTREET CAPITAL L.P.

EIN 04-3472863-Finance and Insurance-Latest filing 2024
Plans
5
Retirement
1
$164.7M assets
Welfare
4
$8.7M premiums
Participants
2,223
200 CLARENDON ST. 30TH FLOOR - BOSTON, MA 02116617-919-0000
Plans on this EIN
5 filings
#001401k-$164.7M - 676 part#501Fully Insured-$7.8M - 1,125 lives#502Fully Insured-$561K - 1,074 lives#503Mixed-$337K - 480 lives#504Unknown-0 lives

Benefits portfolio analytics

4 plans / $8.7M premiums / 2,679 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$7.8M
  • Health$7.3M
  • Other$808K
  • Life$337K
  • Long-term disability$276K
  • Vision$53K
Total $8.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • DELTA DENTAL OF CALIFORNIA6%
  • SPRING HEALTH1%
  • EYEMED VISION CARE1%
Total $8.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FIDELITY HEALTH INSURANCE SERVICES100%
Total $168K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ARROWSTREET CAPITAL L.P. 401(K) PLAN

401k

Assets$164.7M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEDICAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$7.8M
Covered lives1,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DENTAL PLAN

Fully Insured - DELTA SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA

Premiums$561K
Covered lives1,074
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIFE & DISABILITY PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$337K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARROWSTREET CAPITAL L.P. 401(K) PLAN401k$164.7M6762024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARROWSTREET CAPITAL, LIMITED PARTNERSHIP MEDICAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$7.8M1,1252024
502ARROWSTREET CAPITAL, LIMITED PARTNERSHIP DENTAL PLANFully InsuredDELTA SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA$561K1,0742024
503ARROWSTREET CAPITAL, LIMITED PARTNERSHIP LIFE & DISABILITY PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$337K4802024
504ARROWSTREET CAPITAL, LIMITED PARTNERSHIP HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLANUnknown-$002024
Retirement plans
Welfare plans
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