Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$123K
- Long-term disability$123K
- Other$123K
- Dental$99K
Sponsor portfolio
EQUUS CAPITAL PARTNERS, LTD.
EIN 20-0971206real estateLatest filing 2025
Plans
2
Retirement
1
$78.9M assets
Welfare
1
$206K premiums
Participants
515
3843 WEST CHESTER PIKE - NEWTOWN SQUARE, PA 19073215-575-2396equuspartners.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $206K premiums / 236 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- HARTFORD LIFE AND ACCIDENT52%
- UNITED CONCORDIA INSURANCE COMPANY40%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- CONNER STRONG & BUCKELEW100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EQUUS CAPITAL PARTNERS, LTD. 401(K) SAVINGS PLAN
401k
Assets$78.9M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EQUUS CAPITAL PARTNERS, LTD FLEXIBLE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$206K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EQUUS CAPITAL PARTNERS, LTD. 401(K) SAVINGS PLAN | 401k | $78.9M | 413 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EQUUS CAPITAL PARTNERS, LTD FLEXIBLE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $206K | 236 | 2025 |
Retirement plans
Welfare plans