Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE SEGAL GROUP, INC.
EIN 06-0839113Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$1.06B assets
Welfare
1
$2.8M premiums
Participants
5,251
66 HUDSON BLVD., E., 20TH FLOOR - NEW YORK, NY 10001212-251-5000
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 / $2.8M premiums / 1,127 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Life$912K
- Long-term disability$912K
- Vision$220K
- Other$145K
Carrier market share
Premium dollars by Schedule A carrier
32%top
- HARTFORD LIFE AND ACCIDENT32%
- KAISER FOUNDATION HEALTH PLAN INC26%
- AETNA LIFE INSURANCE COMPANY14%
- VISION SERVICE PLAN8%
- UNITED AMERICAN INSURANCE COMPANY8%
- +3 more
Broker market share
Schedule A broker compensation
97%top
- THE SEGAL COMPANY97%
- NFP INSURANCE SERVICES INC3%
- AMWINS0%
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$2.8M
Covered lives1,127
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 | $2.8M | 1,127 | 2024 |
Retirement plans
Welfare plans