Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Dental$227K
- Other$224K
- Life$127K
- Long-term disability$127K
- Vision$21K
Sponsor portfolio
MARSHALL WACE NORTH AMERICA LP
EIN 47-0943020investment bankingLatest filing 2025
Plans
2
Retirement
1
$56.0M assets
Welfare
1
$5.0M premiums
Participants
486
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 412 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARSHALL WACE NORTH AMERICA LP 401(K) PROFIT SHARING & TRUST
401k
Assets$56.0M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARSHALL WACE NORTH AMERICA LP WRAP BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.0M
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARSHALL WACE NORTH AMERICA LP 401(K) PROFIT SHARING & TRUST | 401k | $56.0M | 267 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARSHALL WACE NORTH AMERICA LP WRAP BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.0M | 412 | 2025 |
Retirement plans
Welfare plans