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Sponsor portfolio

BC PARTNERS ADVISORS LP

EIN 82-1523134-Latest filing 2025
Plans
4
Retirement
1
$9.5M assets
Welfare
3
$949K premiums
Participants
457
650 MADISON AVENUE, 3RD FLOOR - NEW YORK, NY 10022
Plans on this EIN
4 filings
#001401k-$9.5M - 101 part#501Fully Insured-$638K - 169 lives#502Fully Insured-$176K - 251 lives#503Fully Insured-$135K - 1 lives

Benefits portfolio analytics

3 plans / $949K premiums / 421 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$89K
  • Long-term disability$89K
  • Other$89K
Total $89K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $89K1 slice

Broker market share

Schedule A broker compensation

Split broker
54%top
  • SCHULMAN INSURANCE BROKERAGE, LLC54%
  • ASSUREDPARTNERS46%
Total $12K2 slices

Plan deep-dives

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

BC PARTNERS RETIREMENT PLAN

401k

Assets$9.5M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BC PARTNERS MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$638K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BC PARTNERS DENTAL/VISION

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$176K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BC PARTNERS LIFE/LTD

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$135K
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BC PARTNERS RETIREMENT PLAN401k$9.5M1012024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BC PARTNERS MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$638K1692025
502BC PARTNERS DENTAL/VISIONFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$176K2512025
503BC PARTNERS LIFE/LTDFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$135K12025
Retirement plans
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