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Sponsor portfolioWelfare / HealthEIN 13-4078032

COATUE MANAGEMENT, LLC

9 WEST 57TH STREET · NEW YORK, NY 10019
2127155100
Plans filed
1
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$416K
No prior year
Persons covered
200
No prior year
Total participants
199
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$416K
COATUE MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed200 covered·2 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$285K42.0%
Life$131K19.3%
Long-term disability$131K19.3%
Other$131K19.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$285K68.5%11200
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$131K31.5%11172

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSRYE BROOK, NYFIRST UNUM LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$15K$4K$19K100.0%1

History & trajectory

9 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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