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Sponsor portfolioTH

ZIFF BROTHERS INVESTMENTS, L.L.C.

EIN 13-3810050-investment banking-Latest filing 2024
Plans
2
Retirement
1
$244.8M assets
Welfare
1
$1.2M premiums
Participants
706
420 FIFTH AVENUE, 5TH FLOOR - NEW YORK, NY 10018212-292-6000LinkedIn501-1000 employeesinvestment banking
Plans on this EIN
2 filings
#333401k-$244.8M - 497 part#501Mewa-$1.2M - 554 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 554 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$861K
  • Dental$861K
  • Prescription drug$861K
  • Other$309K
  • Life$258K
  • Short-term disability$258K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
  • VISION SERVICE PLAN3%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $254K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

ZBI MULTIPLE EMPLOYER 401(K) RETIREMENT PLAN

401k

Assets$244.8M
Participants497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZIFF BROTHERS INVESTMENTS, LLC EMPLOYEE WELFARE PLAN

Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.2M
Covered lives554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333ZBI MULTIPLE EMPLOYER 401(K) RETIREMENT PLAN401k$244.8M4972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZIFF BROTHERS INVESTMENTS, LLC EMPLOYEE WELFARE PLANMewaCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.2M5542024
Retirement plans
Welfare plans
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