Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Dental$2.8M
- Vision$2.8M
- Life$135K
- Other$135K
- Long-term disability$49K
- +1 more
Sponsor portfolio
SNOWDEN CAPITAL ADVISORS LLC
EIN 45-0997570Latest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$3.0M premiums
Participants
320
540 MADISON AVENUE, 9TH FLOOR - NEW YORK, NY 10022646-218-9772
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 379 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
88%top
- PENTRA LLC88%
- GCG FINANCIAL LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$21.2M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SNOWDEN CAPITAL ADVISORS LLC HEALTH & WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $21.2M | 162 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SNOWDEN CAPITAL ADVISORS LLC HEALTH & WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.0M | 379 | 2025 |
Retirement plans
Welfare plans