Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
CATBIRD NY LLC
EIN 20-5172055luxury goods & jewelryLatest filing 2025
Plans
3
Retirement
2
$3.2M assets
Welfare
1
$68K premiums
Participants
566
141 FLUSHING AVENUE, BUILDING 77 - SUITE 903 - BROOKLYN, NY 11205718-599-2340catbirdnyc.comLinkedIn201-500 employeesluxury goods & jewelry
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 408 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $68K premiums / 180 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$45K
- Vision$45K
- Life$22K
- Short-term disability$22K
- Long-term disability$22K
- Other$22K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- AETNA LIFE INSURANCE COMPANY67%
- PRINCIPAL LIFE INSURANCE COMPANY33%
Broker market share
Schedule A broker compensation
65%top
- ADVOCATE, INC.65%
- CENTERSTONE INSURANCE AND FINANCIAL35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CATBIRD NYC, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RONY E. VARDI, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$243
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CATBIRD NY LLC EMPLOYEE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$68K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CATBIRD NYC, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 408 | 2024 | |
| 002 | RONY E. VARDI, INC. 401(K) PROFIT SHARING PLAN | 401k | $243 | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CATBIRD NY LLC EMPLOYEE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE CO. | $68K | 180 | 2025 |
Retirement plans
Welfare plans