Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Dental$254K
- Vision$253K
- Long-term disability$146K
- Life$104K
- Other$104K
- +1 more
Sponsor portfolio
W. P. CAREY MANAGEMENT LLC
EIN 88-3542403Latest filing 2025
Plans
2
Retirement
1
$108.9M assets
Welfare
1
$4.1M premiums
Participants
395
395 9TH AVENUE - NEW YORK, NY 10001212-492-1104
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 146 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
72%top
- JN SAVASTA CORP72%
- DONALD C SAVOY INC16%
- GALLAGHER BENEFIT SERVICES, INC.11%
- MARK S METTILLE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAREY PROFIT SHARING AND 401K PLAN
401k
Assets$108.9M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
W. P. CAREY BENEFIT PLAN
Fully Insured - CIGNA HEALTH & LIFE INSURANCE CO
Premiums$4.1M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAREY PROFIT SHARING AND 401K PLAN | 401k | $108.9M | 249 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | W. P. CAREY BENEFIT PLAN | Fully Insured | CIGNA HEALTH & LIFE INSURANCE CO | $4.1M | 146 | 2025 |
Retirement plans
Welfare plans