Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.3M
- Prescription drug$7.3M
- Dental$621K
- Vision$621K
- Life$621K
- Long-term disability$621K
- +1 more
Sponsor portfolio
PDT PARTNERS, LLC
EIN 27-4684334investment managementLatest filing 2024
Plans
2
Retirement
1
$101.4M assets
Welfare
1
$7.9M premiums
Participants
624
60 COLUMBUS CIRCLE, 18TH FLOOR - NEW YORK, NY 10023212-621-0400pdtpartners.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.9M premiums / 569 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PDT 401(K) PLAN
401k
Assets$101.4M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PDT PARTNERS US EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.9M
Covered lives569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PDT 401(K) PLAN | 401k | $101.4M | 368 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PDT PARTNERS US EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $7.9M | 569 | 2024 |
Retirement plans
Welfare plans