Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.9M
- Prescription drug$6.9M
- Long-term disability$429K
- Dental$270K
- Short-term disability$262K
- Other$156K
- +2 more
Sponsor portfolio
BARON CAPITAL, INC.
EIN 13-3107580investment managementLatest filing 2025
Plans
2
Retirement
1
$353.9M assets
Welfare
1
$7.6M premiums
Participants
521
767 FIFTH AVENUE, 49TH FLOOR - NEW YORK, NY 10153212-583-2000baronfunds.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.6M premiums / 307 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
70%top
- NFP INSURANCE SERVICES INC70%
- PECK FINANCIAL SERVICES INC26%
- M FINANCIAL HOLDINGS INC2%
- RANDALL WARREN PECK2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BARON CAPITAL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$353.9M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARON CAPITAL INC.
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$7.6M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARON CAPITAL, INC. 401(K) PROFIT SHARING PLAN | 401k | $353.9M | 284 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARON CAPITAL INC. | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7.6M | 307 | 2024 |
Retirement plans
Welfare plans