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  2. BRANDES INVESTMENT PARTNERS, L.P.
Sponsor portfolioTH

BRANDES INVESTMENT PARTNERS, L.P.

EIN 33-0704072-investment management-Latest filing 2024
Plans
4
Retirement
1
$278.9M assets
Welfare
3
$3.6M premiums
Participants
712
4275 EXECUTIVE SQUARE, 5TH FLOOR - LA JOLLA, CA 92037858-755-0239brandes.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
4 filings
#002401k-$278.9M - 279 part#502Fully Insured-$3.5M - 341 lives#504Fully Insured-$66K - 143 lives#505Fully Insured-$9K - 145 lives

Benefits portfolio analytics

3 plans / $3.6M premiums / 629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$2.0M
  • Vision$2.0M
  • Long-term disability$66K
  • Life$36K
  • Other$11K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $204K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BRANDES INVESTMENT PARTNERS, L.P. 401(K) PLAN

401k

Assets$278.9M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BRANDES INVESTMENT PARTNERS HEALTH, DENTAL & LIFE INSURANCE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BRANDES INVESTMENT PARTNERS LONG TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$66K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BRANDES INVESTMENT PARTNERS EMPLOYEE ASSISTANCE PROGRAM

Fully Insured - HEALTH AND HUMAN RESOURCE CENTER, INC.

Premiums$9K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BRANDES INVESTMENT PARTNERS, L.P. 401(K) PLAN401k$278.9M2792024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BRANDES INVESTMENT PARTNERS HEALTH, DENTAL & LIFE INSURANCE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.5M3412024
504BRANDES INVESTMENT PARTNERS LONG TERM DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$66K1432024
505BRANDES INVESTMENT PARTNERS EMPLOYEE ASSISTANCE PROGRAMFully InsuredHEALTH AND HUMAN RESOURCE CENTER, INC.$9K1452024
Retirement plans
Welfare plans
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