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  2. Pelli Clarke & Partners
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Pelli Clarke & Partners

EIN 06-1228461-architecture & planning-Latest filing 2025
Plans
3
Retirement
2
$70.1M assets
Health & Benefits
1
$302K premiums
Participants
326
1056 CHAPEL STREET - NEW HAVEN, CT 06510203-777-2515pcparch.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#002401(k)-$42.9M - 116 part#001Profit-sharing-$27.2M - 122 part#501Fully insured-$302K - 88 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $70.1M assets / 238 participants

Assets by plan

Share of aggregate retirement assets

  • PARTNERS SECTION 401(K) (#002)$42.9M
  • PROFIT SHARING PLAN (#001)$27.2M
Total $70.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)122
  • PARTNERS SECTION 401(K) (#002)116
Total 238Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PELLI CLARKE & PARTNERS SECTION 401(K) PLAN

401(k)

Assets$42.9M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PELLI CLARKE & PARTNERS PROFIT SHARING PLAN

Profit-sharing

Assets$27.2M
Participants122
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PELLI CLARKE PELLI ARCHITECTS EMPLOYEE BENEFIT PLAN

Fully insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$302K
Covered lives88
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PELLI CLARKE & PARTNERS SECTION 401(K) PLAN401(k)$42.9M1162025
#001PELLI CLARKE & PARTNERS PROFIT SHARING PLANProfit-sharing$27.2M1222024
  • PELLI CLARKE & PARTNERS SECTION 401(K) PLAN$42.9M
    #002 · 401(k) · 2025116
  • PELLI CLARKE & PARTNERS PROFIT SHARING PLAN$27.2M
    #001 · Profit-sharing · 2024122

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PELLI CLARKE PELLI ARCHITECTS EMPLOYEE BENEFIT PLANFully insuredFIDELITY SECURITY LIFE INSURANCE COMPANY$302K882024
  • PELLI CLARKE PELLI ARCHITECTS EMPLOYEE BENEFIT PLAN$302K
    #501 · Fully insured · FIDELITY SECURITY LIFE INSURANCE COMPANY · 202488
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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