Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.3M
- Health$3.4M
- Dental$867K
- Vision$867K
- Life$867K
- Short-term disability$867K
- +1 more
Sponsor portfolio
PRIVATE CLIENT SELECT INSURANCE
EIN 88-4200069Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$87.0M assets
Welfare
1
$4.3M premiums
Participants
866
200 CONNELL DRIVE, SUITE 1000 - BERKELEY HEIGHTS, NJ 07922445-218-6651
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 703 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- AETNA LIFE INSURANCE COMPANY80%
- SUN LIFE ASSURANCE COMPANY OF CANADA20%
Broker market share
Schedule A broker compensation
72%top
- HUB INTERNATIONAL MIDWEST LIMITED72%
- JAMES R NELLIGAN & ASSOCIATES LLC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRIVATE CLIENT SELECT INSURANCE SERVICES LLC 401(K) RETIREMENT
401k
Assets$87.0M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRIVATE CLIENT SELECT HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$4.3M
Covered lives703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIVATE CLIENT SELECT INSURANCE SERVICES LLC 401(K) RETIREMENT | 401k | $87.0M | 467 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRIVATE CLIENT SELECT HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $4.3M | 703 | 2024 |
Retirement plans
Welfare plans