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Sponsor portfolioTH

BRIDGEWATER ASSOCIATES, LP

EIN 27-1437501-investment management-Latest filing 2025
Plans
2
Retirement
1
$613.9M assets
Welfare
1
$3.3M premiums
Participants
3,819
ONE NYALA FARMS ROAD - WESTPORT, CT 06880203-226-3030bridgewater.comLinkedIn1001-5000 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$613.9M - 2,706 part#501Mixed-$3.3M - 9,738 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 9,738 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Dental$1.5M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Vision$178K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • METROPOLITAN LIFE INSURANCE COMPANY49%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA41%
  • VISION SERVICE PLAN5%
  • ULLIANCE, INC.3%
  • AETNA LIFE INSURANCE COMPANY1%
  • +2 more
Total $3.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • BUSINESSOLVER.COM, INC.5%
  • IMG1%
Total $39K3 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

BRIDGEWATER ASSOCIATES, LP 401(K) PLAN

401k

Assets$613.9M
Participants2,706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRIDGEWATER ASSOCIATES, LP HEALTH PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives9,738
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRIDGEWATER ASSOCIATES, LP 401(K) PLAN401k$613.9M2,7062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRIDGEWATER ASSOCIATES, LP HEALTH PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.3M9,7382025
Retirement plans
Welfare plans
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