PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PJT PARTNERS HOLDINGS LP

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 38-3943496

PJT PARTNERS HOLDINGS LP

280 PARK AVENUE · NEW YORK, NY 10017
2123647115
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
1,324
No prior year
Total participants
818
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.2M
PJT PARTNERS COMPREHENSIVE GROUP HEALTH AND WELFARE PLAN
Mixed1,324 covered·5 carriers
Primary: FIRST UNUM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.7M24.1%
Life$1.6M21.9%
Long-term disability$1.6M21.9%
Dental$1.4M19.7%
Vision$323K4.5%
Health$290K4.0%
Prescription drug$290K4.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$1.6M49.5%11804
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$1.1M35.4%111,324
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDVOth
$405K12.8%131,059
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$40K1.3%111,109
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$37K1.2%11268

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCNEW YORK, NYACE AMERICAN INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY$342K$56K$397K100.0%1

History & trajectory

11 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica