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Sponsor portfolio

TRADEWEB MARKETS LLC

EIN 26-1429475-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$331.9M assets
Welfare
1
$2.8M premiums
Participants
2,262
245 PARK AVENUE, 30TH FLOOR - NEW YORK, NY 10167646-430-6000
Plans on this EIN
2 filings
#001401k-$331.9M - 1,349 part#502Mixed-$2.8M - 1,827 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 1,827 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.4M
  • Vision$1.4M
  • Other$1.2M
  • Life$933K
  • Short-term disability$765K
  • Long-term disability$765K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • AETNA LIFE INSURANCE COMPANY50%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
  • SECURIAN LIFE INSURANCE COMPANY6%
  • ARAG INSURANCE COMPANY1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • ALLIANT INSURANCE SERVICES, INC.47%
  • RANDALL WARREN PECK33%
  • PECK FINANCIAL SERVICES INC16%
  • M FINANCIAL HOLDINGS INC3%
  • NFP INSURANCE SERVICES INC0%
Total $260K5 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

TRADEWEB MARKETS LLC 401(K) PLAN

401k

Assets$331.9M
Participants1,349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRADEWEB MARKETS LLC HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$2.8M
Covered lives1,827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADEWEB MARKETS LLC 401(K) PLAN401k$331.9M1,3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRADEWEB MARKETS LLC HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE CO.$2.8M1,8272024
Retirement plans
Welfare plans
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