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Sponsor portfolio

HPS INVESTMENT PARTNERS, LLC

EIN 20-8774276-financial services-Latest filing 2025
Plans
2
Retirement
1
$102.5M assets
Welfare
1
$12.2M premiums
Participants
1,337
40 WEST 57TH STREET - NEW YORK, NY 10019212-287-6767hpspartners.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$102.5M - 730 part#505Fully Insured-$12.2M - 1,427 lives

Benefits portfolio analytics

1 plan / $12.2M premiums / 1,427 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$14.0M
  • Dental$1.3M
  • Life$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
  • Short-term disability$225K
Total $15.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • UNITED HEALTHCARE INSURANCE COMPANY0%
Total $15.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • NFP INSURANCE SERVICES INC86%
  • RUSSELL J CARPENTIERI14%
  • NEW YORK RHB, LLC0%
Total $341K3 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

HPS INVESTMENT PARTNERS, LLC 401(K) PLAN

401k

Assets$102.5M
Participants730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HPS INVESTMENT PARTNERS, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$12.2M
Covered lives1,427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HPS INVESTMENT PARTNERS, LLC 401(K) PLAN401k$102.5M7302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HPS INVESTMENT PARTNERS, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$12.2M1,4272025
Retirement plans
Welfare plans
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