PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GOLDENTREE ASSET MANAGEMENT LP
Sponsor portfolio

GOLDENTREE ASSET MANAGEMENT LP

EIN 13-4118850-financial services-Latest filing 2025
Plans
2
Retirement
1
$75.3M assets
Welfare
1
$8.5M premiums
Participants
741
485 LEXINGTON AVENUE FL. 15 - NEW YORK, NY 10017212-847-3551goldentree.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$75.3M - 463 part#501Fully Insured-$8.5M - 275 lives

Benefits portfolio analytics

1 plan / $8.5M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.1M
  • Dental$8.1M
  • Vision$8.1M
  • Short-term disability$233K
  • Other$86K
  • Life$71K
  • +1 more
Total $8.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $8.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • ASSUREDPARTNERS45%
  • PROFESSIONAL GROUP PLANS INC43%
  • ARCHON LLC12%
Total $399K3 slices

Plan deep-dives

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

GOLDENTREE ASSET MANAGEMENT RETIREMENT PLAN

401k

Assets$75.3M
Participants463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOLDENTREE ASSET MANAGEMENT LP EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$8.5M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOLDENTREE ASSET MANAGEMENT RETIREMENT PLAN401k$75.3M4632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOLDENTREE ASSET MANAGEMENT LP EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$8.5M2752025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica