PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BTIG, LLC
Sponsor portfolio

BTIG, LLC

EIN 04-3695739-financial services-Latest filing 2025
Plans
2
Retirement
1
$142.2M assets
Welfare
1
$1.2M premiums
Participants
1,441
350 BUSH STREET, 9TH FLOOR - SAN FRANCISCO, CA 94104415-248-2200btig.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$142.2M - 734 part#501Fully Insured-$1.2M - 1,212 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$1.1M
  • Dental$951K
  • Life$951K
  • Long-term disability$951K
  • Other$951K
  • Vision$63K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • METROPOLITAN LIFE INSURANCE COMPANY95%
  • EYEMED VISION CARE5%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $16K1 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

BTIG, LLC 401(K) PLAN

401k

Assets$142.2M
Participants734
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BTIG,LLC HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BTIG, LLC 401(K) PLAN401k$142.2M7342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BTIG,LLC HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.2M1,2122025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica