Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE SEGAL GROUP INC.
EIN 06-0839113Latest filing 2025
Plans
3
Retirement
2
$1.06B assets
Welfare
1
$3.4M premiums
Participants
5,231
66 HUDSON BLVD, E 20TH FLOOR - NEW YORK, NY 100012192212-251-5000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.06B assets / 4,043 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.4M premiums / 1,103 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$1.7M
- Life$924K
- Long-term disability$924K
- Vision$226K
- Other$166K
Carrier market share
Premium dollars by Schedule A carrier
27%top
- HARTFORD LIFE AND ACCIDENT27%
- KAISER FOUNDATION HEALTH PLAN INC22%
- AETNA LIFE INSURANCE COMPANY16%
- UNITEDHEALTHCARE INSURANCE COMPANY10%
- EMBLEMHEALTH8%
- +3 more
Broker market share
Schedule A broker compensation
87%top
- AMWINS87%
- THE SEGAL COMPANY13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE SEGAL GROUP PROFIT SHARING PLAN
401k
Assets$591.2M
Participants1,695
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN OF THE SEGAL COMPANY
TraditionalDB
Assets$471.3M
Participants2,348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SEGAL COMPANY STAFF INSURANCE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$3.4M
Covered lives1,103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE SEGAL GROUP PROFIT SHARING PLAN | 401k | $591.2M | 1,695 | 2024 | |
| 001 | PENSION PLAN OF THE SEGAL COMPANY | TraditionalDB | $471.3M | 2,348 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SEGAL COMPANY STAFF INSURANCE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $3.4M | 1,103 | 2025 |
Retirement plans
Welfare plans