Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$715K
- Other$399K
- Life$332K
- Short-term disability$332K
- Long-term disability$332K
- Vision$84K
Sponsor portfolio
SCHONFELD STRATEGIC ADVISORS, LLC
EIN 47-5082310investment managementLatest filing 2025
Plans
2
Retirement
1
$87.2M assets
Welfare
1
$1.2M premiums
Participants
1,349
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 995 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- METROPOLITAN LIFE INSURANCE COMPANY60%
- UNUM LIFE INSURANCE COMPANY OF AMERICA32%
- VISION SERVICE PLAN7%
- ACE AMERICAN INSURANCE COMPANY1%
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
SCHONFELD 401(K) PLAN
401k
Assets$87.2M
Participants773
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHONFELD STRATEGIC ADVISORS LLC HEALTH AND WELFARE PLAN
Mixed - METLIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives995
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHONFELD 401(K) PLAN | 401k | $87.2M | 773 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHONFELD STRATEGIC ADVISORS LLC HEALTH AND WELFARE PLAN | Mixed | METLIFE INSURANCE COMPANY | $1.2M | 995 | 2025 |
Retirement plans
Welfare plans