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Sponsor portfolio

PINEBRIDGE INVESTMENTS HOLDINGS US LLC

EIN 26-4672666-financial services-Latest filing 2024
Plans
2
Retirement
1
$145.4M assets
Welfare
1
$1.8M premiums
Participants
665
PARK AVENUE TOWER, 65 EAST 55TH STREET, 6TH FLOOR - NEW YORK, NY 10001646-857-8000pinebridge.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$145.4M - 412 part#501Mixed-$1.8M - 818 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 818 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.1M
  • Stop-loss$1.1M
  • Dental$464K
  • Life$175K
  • Other$175K
  • Long-term disability$93K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITEDHEALTHCARE INSURANCE COMPANY64%
  • METROPOLITAN LIFE INSURANCE COMPANY26%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $130K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$145.4M
Participants412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PINEBRIDGE GROUP HEALTH & WELFARE BENEFITS

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY OF NEW YORK

Premiums$1.8M
Covered lives818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN401k$145.4M4122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PINEBRIDGE GROUP HEALTH & WELFARE BENEFITSMixedUNITEDHEALTHCARE INSURANCE COMPANY OF NEW YORK$1.8M8182024
Retirement plans
Welfare plans
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