Form 5500 · Employee benefit plan · NEW YORK, NY
COATUE MANAGEMENT, LLC
Public Form 5500 records show how COATUE MANAGEMENT, LLC (NEW YORK, NY) structures its employee benefits. Its broker of record is ASSUREDPARTNERS NORTHEAST LLC. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-4078032 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 172 | February | $8,258 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 200 | December | $6,337 |
Questions
Who is COATUE MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, COATUE MANAGEMENT, LLC's broker of record is ASSUREDPARTNERS NORTHEAST LLC.
What insurance carrier does COATUE MANAGEMENT, LLC use?
COATUE MANAGEMENT, LLC's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does COATUE MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for COATUE MANAGEMENT, LLC ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from COATUE MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.