PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. D. E. SHAW & CO., L.P.
Sponsor portfolio

D. E. SHAW & CO., L.P.

EIN 13-3695715-investment banking-Latest filing 2024
Plans
3
Retirement
1
$719.2M assets
Welfare
2
$2.7M premiums
Participants
4,467
TWO MANHATTAN WEST, 375 NINTH AVENUE, FL 52 - NEW YORK, NY 10001212-478-0307LinkedIn1-10 employeesinvestment banking
Plans on this EIN
3 filings
#001401k-$719.2M - 2,145 part#501Mixed-$2.5M - 2,864 lives#502Mewa-$246K - 24 lives

Benefits portfolio analytics

2 plans / $2.7M premiums / 2,888 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.9M
  • Other$974K
  • Life$721K
  • Long-term disability$719K
  • Health$244K
  • Vision$79K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA26%
  • EYEMED VISION CARE3%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • +1 more
Total $2.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • AON CONSULTING INC99%
  • IMG1%
  • ADVISOR BROKERAGE SERVICES LLC0%
Total $31K3 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

D. E. SHAW & CO. 401(K) PLAN

401k

Assets$719.2M
Participants2,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

D. E. SHAW & CO. WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.5M
Covered lives2,864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

D. E. SHAW & CO., INSURED WELFARE BENEFIT PLAN

Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$246K
Covered lives24
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001D. E. SHAW & CO. 401(K) PLAN401k$719.2M2,1452024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501D. E. SHAW & CO. WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.5M2,8642024
502D. E. SHAW & CO., INSURED WELFARE BENEFIT PLANMewaCIGNA HEALTH AND LIFE INSURANCE COMPANY$246K242024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica