Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$668K
- Life$516K
- Other$516K
- Short-term disability$447K
- Long-term disability$447K
- Vision$66K
Sponsor portfolio
PWP EMPLOYER LP
EIN 81-3881290Latest filing 2025
Plans
2
Retirement
1
$171.8M assets
Welfare
1
$1.3M premiums
Participants
1,655
767 5TH AVENUE, 5TH FLOOR - NEW YORK, NY 10153212-287-3200
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 1,394 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- SUN LIFE ASSURANCE COMPANY OF CANADA53%
- UNUM LIFE INSURANCE COMPANY OF AMERICA41%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PWP 401(K) PLAN
401k
Assets$171.8M
Participants1,136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PERELLA WEINBERG PARTNERS GROUP LP
Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)
Premiums$1.3M
Covered lives1,394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PWP 401(K) PLAN | 401k | $171.8M | 1,136 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PERELLA WEINBERG PARTNERS GROUP LP | Mixed | SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | $1.3M | 1,394 | 2025 |
Retirement plans
Welfare plans