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Sponsor portfolio

CENTERVIEW PARTNERS LLC

EIN 20-0834979-investment banking-Latest filing 2025
Plans
2
Retirement
1
$91.7M assets
Welfare
1
$3.0M premiums
Participants
1,117
31 W 52ND ST FL 22 - NEW YORK, NY 10019212-380-2644centerviewpartners.comLinkedIn201-500 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$91.7M - 639 part#502Mixed-$3.0M - 791 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 791 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.9M
  • Dental$610K
  • Life$449K
  • Long-term disability$449K
  • Other$449K
Total $3.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • METROPOLITAN LIFE INSURANCE COMPANY20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ALLIANT INSURANCE SERVICES, INC.83%
  • BENEFIT ADVISORS SVS GRP LLC17%
Total $107K2 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

CENTERVIEW PARTNERS LLC 401(K) PLAN

401k

Assets$91.7M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CENTERVIEW GROUP BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.0M
Covered lives791
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CENTERVIEW PARTNERS LLC 401(K) PLAN401k$91.7M6392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CENTERVIEW GROUP BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.0M7912025
Retirement plans
Welfare plans
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