Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$102K
- Life$26K
- Other$26K
- Long-term disability$20K
- Vision$11K
Filings through .
Top hat
Pzena Investment Management, LLC
EIN 13-3860154investment managementLatest filing 2025
Plans
2
Retirement
1
$64.7M assets
Health & Benefits
1
$159K premiums
Participants
336
320 PARK AVENUE 8TH FLOOR - NEW YORK, NY 10022646-292-2359pzena.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $159K premiums / 191 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PZENA INVESTMENT MANAGEMENT, LLC 401(K) PLAN
401(k)
Assets$64.7M
Participants188
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PZENA INVESTMENT MANAGMENT, LLC WELFARE BENEFITS PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$159K
Covered lives191
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PZENA INVESTMENT MANAGEMENT, LLC 401(K) PLAN | 401(k) | $64.7M | 188 | 2025 |
- #001 · 401(k) · 2025188
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PZENA INVESTMENT MANAGMENT, LLC WELFARE BENEFITS PLAN | Mixed | ANTHEM BLUE CROSS | $159K | 191 | 2025 |
- #501 · Mixed · ANTHEM BLUE CROSS · 2025191
Retirement plans
Health & Benefits plans