Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.4M
- Prescription drug$6.4M
- Long-term disability$315K
- Dental$250K
- Other$165K
- Short-term disability$158K
- +2 more
Sponsor portfolio
BARON CAPITAL, INC.
EIN 13-3107580investment managementLatest filing 2025
Plans
2
Retirement
1
$353.9M assets
Welfare
1
$7.0M premiums
Participants
517
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 / $7.0M premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
73%top
- NFP INSURANCE SERVICES INC73%
- PECK FINANCIAL SERVICES INC24%
- RANDALL WARREN PECK2%
- M FINANCIAL HOLDINGS INC2%
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$7.0M
Covered lives312
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 | $7.0M | 312 | 2025 |
Retirement plans
Welfare plans