Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$162K
- Life$132K
- Long-term disability$132K
- Other$132K
- Vision$6K
Sponsor portfolio
THIRD POINT LLC
EIN 13-3922602investment managementLatest filing 2025
Plans
5
Retirement
1
$42.6M assets
Welfare
4
$300K premiums
Participants
164
55 HUDSON YARDS - NEW YORK, NY 10001212-715-6707thirdpoint.comLinkedIn51-200 employeesinvestment management
Benefits portfolio analytics
4 plans / $300K premiums / 714 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- AETNA LIFE INSURANCE COMPANY54%
- UNUM LIFE INSURANCE COMPANY OF AMERICA44%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
46%top
- EDGEWOOD PARTNERS INSURANCE CENTER46%
- THE DBL CENTER LTD35%
- ASSUREDPARTNERS19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THIRD POINT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$42.6M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THIRD POINT DENTAL PLAN
Fully Insured - AETNA LIFE INSURANCE CO
Premiums$162K
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THIRD POINT LIFE AND DISABILITY PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$132K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THIRD POINT, LLC - VISION PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THIRD POINT MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THIRD POINT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $42.6M | 164 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THIRD POINT DENTAL PLAN | Fully Insured | AETNA LIFE INSURANCE CO | $162K | 385 | 2025 | |
| 503 | THIRD POINT LIFE AND DISABILITY PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $132K | 168 | 2025 | |
| 504 | THIRD POINT, LLC - VISION PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | 161 | 2025 | |
| 501 | THIRD POINT MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans