Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.4M
- Dental$5.4M
- Vision$5.4M
- Prescription drug$5.4M
- Life$299K
- Long-term disability$299K
- +1 more
Sponsor portfolio
GRAHAM CAPITAL MANAGEMENT, L.P.
EIN 06-1398337investment managementLatest filing 2024
Plans
2
Retirement
1
$94.0M assets
Welfare
1
$5.7M premiums
Participants
473
40 HIGHLAND AVE - NORWALK, CT 068531510203-899-3400grahamcapital.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.7M premiums / 480 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
68%top
- USI INSURANCE SERVICES LLC68%
- FIDELITY HEALTH INSURANCE SERVICES32%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GRAHAM PROFIT SHARING PLAN
401k
Assets$94.0M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GRAHAM CAPITAL MANAGEMENT, L.P. WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.7M
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GRAHAM PROFIT SHARING PLAN | 401k | $94.0M | 282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GRAHAM CAPITAL MANAGEMENT, L.P. WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.7M | 480 | 2024 |
Retirement plans
Welfare plans