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Sponsor portfolio

AQR CAPITAL MANAGEMENT, LLC

EIN 13-3987414-financial services-Latest filing 2024
Plans
2
Retirement
1
$190.6M assets
Welfare
1
$556K premiums
Participants
1,376
ONE GREENWICH PLAZA - GREENWICH, CT 06830203-742-3600aqr.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$190.6M - 950 part#501Fully Insured-$556K - 1,265 lives

Benefits portfolio analytics

1 plan / $556K premiums / 1,265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$510K
  • Life$458K
  • Long-term disability$458K
  • Health$47K
  • Dental$47K
  • Vision$46K
Total $556K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HARTFORD LIFE AND ACCIDENT82%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • UNITEDHEALTHCARE INSURANCE COMPANY8%
Total $556K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • C M SMITH AGENCY, INC.100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AQR CAPITAL MANAGEMENT, LLC 401(K) PLAN

401k

Assets$190.6M
Participants950
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AQR CAPITAL MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$556K
Covered lives1,265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AQR CAPITAL MANAGEMENT, LLC 401(K) PLAN401k$190.6M9502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AQR CAPITAL MANAGEMENT, LLC EMPLOYEE BENEFIT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$556K1,2652024
Retirement plans
Welfare plans
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