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Sponsor portfolio

TIPTREE INC.

EIN 38-3754322-insurance-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$1.0M premiums
Participants
810
660 STEAMBOAT ROAD - GREENWICH, CT 06830212-446-1400tiptreeinc.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$10.2M - 40 part#501Mixed-$1.0M - 770 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 770 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$898K
  • Other$148K
  • Life$142K
  • Long-term disability$142K
  • Vision$4K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK14%
  • EYEMED VISION CARE0%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • USI INSURANCE SERVICES LLC55%
  • ASSUREDPARTNERS28%
  • EMERSON REID LLC17%
Total $42K3 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

TIPTREE INC. 401(K) PLAN

401k

Assets$10.2M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TIPTREE OPERATING COMPANY, LLC EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.0M
Covered lives770
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TIPTREE INC. 401(K) PLAN401k$10.2M402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TIPTREE OPERATING COMPANY, LLC EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.0M7702025
Retirement plans
Welfare plans
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