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Sponsor portfolioWelfare / HealthEIN 13-3860154

PZENA INVESTMENT MANAGEMENT, LLC

320 PARK AVENUE · NEW YORK, NY 10022
2123551600
Plans filed
2
Years active
2017–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$2.2M
No prior year
Persons covered
143
No prior year
Total participants
143
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.2M
PZENA INVESTMENT MANAGMENT, LLC WELFARE BENEFITS PLAN
Fully insured143 covered·5 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$0
CHUBB
Fully insured128 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M33.0%
Dental$2.1M33.0%
Prescription drug$2.1M33.0%
Life$28K0.4%
Long-term disability$22K0.3%
Vision$10K0.2%
Other$3K0.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxD
$2.1M97.3%11132
STANDARD OF NEW YORK
EIN 134119477
L
$25K1.2%11143
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
LTD
$19K0.9%11143
VISION SERVICE PLAN
EIN 222777159
V
$10K0.5%1170
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
LLTDOth
$3K0.1%11143

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAVISION SERVICE PLAN, STANDARD OF NEW YORK, NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, CIGNA HEALTH AND LIFE INSURANCE COMPANY$9K$1K$10K100.0%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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