Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$285K
- Life$131K
- Long-term disability$131K
- Other$131K
Sponsor portfolio
COATUE MANAGEMENT, LLC
EIN 13-4078032investment managementLatest filing 2025
Plans
2
Retirement
1
$34.2M assets
Welfare
1
$416K premiums
Participants
501
9 WEST 57TH STREET, 25TH FLOOR - NEW YORK, NY 10019212-715-5100coatue.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $416K premiums / 200 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA69%
- UNUM LIFE INSURANCE COMPANY OF AMERICA31%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COATUE MANAGEMENT, LLC 401(K) PLAN
401k
Assets$34.2M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COATUE MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$416K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COATUE MANAGEMENT, LLC 401(K) PLAN | 401k | $34.2M | 302 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COATUE MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $416K | 200 | 2025 |
Retirement plans
Welfare plans