Form 5500 · Employee benefit plan · NEW YORK, NY
PJT PARTNERS HOLDINGS LP
PJT PARTNERS HOLDINGS LP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-3943496 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 804 | December | $143,731 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 1,324 | December | $111,273 |
| AETNA LIFE INSURANCE COMPANY | Vision | 1,059 | December | $36,498 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 36 | December | $28,656 |
| ACE AMERICAN INSURANCE COMPANY | — | 1,109 | September | $9,957 |
| AETNA LIFE INSURANCE COMPANY | — | 259 | December | $8,151 |
| ARAG INSURANCE COMPANY | — | 268 | December | $3,657 |
Questions
Who is PJT PARTNERS HOLDINGS LP's benefits broker?
Per its most recent Form 5500 Schedule A, PJT PARTNERS HOLDINGS LP's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does PJT PARTNERS HOLDINGS LP use?
PJT PARTNERS HOLDINGS LP's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does PJT PARTNERS HOLDINGS LP's group plan renew?
The most recent Schedule A policy period for PJT PARTNERS HOLDINGS LP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PJT PARTNERS HOLDINGS LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.