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Sponsor portfolio

PELLI CLARKE & PARTNERS

EIN 06-1228461-architecture & planning-Latest filing 2024
Plans
3
Retirement
2
$47.4M assets
Welfare
1
$302K premiums
Participants
319
1056 CHAPEL STREET - NEW HAVEN, CT 06510203-777-2515pcparch.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#001ProfitSharing-$27.2M - 122 part#002401k-$20.2M - 109 part#501Fully Insured-$302K - 88 lives

Retirement portfolio analytics

2 plans aggregated / $47.4M assets / 231 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#001)57%
  • PARTNERS SECTION 401(K) (#002)43%
Total $47.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)122
  • PARTNERS SECTION 401(K) (#002)109
Total 231Click row to drill in

Benefits portfolio analytics

1 plan / $302K premiums / 88 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$250K
  • Dental$250K
  • Long-term disability$36K
  • Other$16K
  • Life$11K
  • Short-term disability$5K
Total $302K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • FIDELITY SECURITY LIFE INSURANCE COMPANY83%
  • SUN LIFE ASSURANCE COMPANY OF CANADA17%
Total $302K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MERITAIN HEALTH87%
  • BLUEPRINT BENEFIT ADVISORS8%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
  • GROUP INSURANCE ASSOCIATES0%
Total $60K4 slices

Plan deep-dives

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

PELLI CLARKE & PARTNERS PROFIT SHARING PLAN

ProfitSharing

Assets$27.2M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PELLI CLARKE & PARTNERS SECTION 401(K) PLAN

401k

Assets$20.2M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PELLI CLARKE PELLI ARCHITECTS EMPLOYEE BENEFIT PLAN

Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$302K
Covered lives88
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PELLI CLARKE & PARTNERS PROFIT SHARING PLANProfitSharing$27.2M1222024
002PELLI CLARKE & PARTNERS SECTION 401(K) PLAN401k$20.2M1092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PELLI CLARKE PELLI ARCHITECTS EMPLOYEE BENEFIT PLANFully InsuredFIDELITY SECURITY LIFE INSURANCE COMPANY$302K882024
Retirement plans
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