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Sponsor portfolio

SELECT EQUITY GROUP L.P.

EIN 46-3465710-financial services-Latest filing 2025
Plans
2
Retirement
1
$163.5M assets
Welfare
1
$4.8M premiums
Participants
463
380 LAFAYETTE STREET, 6TH FLOOR - NEW YORK, NY 10003212-475-8335selectequity.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$163.5M - 259 part#501Fully Insured-$4.8M - 197 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$308K
  • Life$185K
  • Short-term disability$185K
  • Long-term disability$185K
  • Other$185K
  • +1 more
Total $4.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • OXFORD HEALTH INSURANCE, INC.89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $190K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST

401k

Assets$163.5M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SELECT EQUITY GROUP L.P. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - OXFORD HEALTH INSURANCE, INC.

Premiums$4.8M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST401k$163.5M2592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SELECT EQUITY GROUP L.P. HEALTH AND WELFARE BENEFIT PLANFully InsuredOXFORD HEALTH INSURANCE, INC.$4.8M1972025
Retirement plans
Welfare plans
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