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Sponsor portfolio

PJT PARTNERS HOLDINGS LP

EIN 38-3943496-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$239.6M assets
Welfare
1
$3.2M premiums
Participants
1,982
280 PARK AVENUE, 16TH FLOOR - NEW YORK, NY 10017212-364-7115
Plans on this EIN
2 filings
#002401k-$239.6M - 1,164 part#501Mixed-$3.2M - 1,324 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 1,324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.6M
  • Long-term disability$1.6M
  • Dental$1.4M
  • Vision$323K
  • Health$290K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
  • METROPOLITAN LIFE INSURANCE COMPANY35%
  • AETNA LIFE INSURANCE COMPANY13%
  • ACE AMERICAN INSURANCE COMPANY1%
  • ARAG INSURANCE COMPANY1%
Total $3.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $397K1 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

PJT PARTNERS 401(K) SAVINGS PLAN

401k

Assets$239.6M
Participants1,164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PJT PARTNERS COMPREHENSIVE GROUP HEALTH AND WELFARE PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives1,324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PJT PARTNERS 401(K) SAVINGS PLAN401k$239.6M1,1642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PJT PARTNERS COMPREHENSIVE GROUP HEALTH AND WELFARE PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$3.2M1,3242025
Retirement plans
Welfare plans
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