Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$646K
- Dental$569K
- Vision$569K
- Life$569K
- Short-term disability$569K
- Long-term disability$569K
Sponsor portfolio
ALICE AND OLIVIA, LLC
EIN 01-0580869Latest filing 2025
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$1.2M premiums
Participants
786
450 W 14TH S - NEW YORK, NY 10014646-747-1727
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 478 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- HM LIFE INSURANCE COMPANY53%
- PRINCIPAL LIFE INSURANCE COMPANY47%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
52%top
- GCG FINANCIAL LLC52%
- PROFESSIONAL GROUP PLANS INC28%
- BRIO BENEFIT CONSULTING INC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALICE AND OLIVIA, LLC 401(K) PLAN
401k
Assets$13.6M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
ALICE AND OLIVIA LLC HEALTH & WELFARE PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALICE AND OLIVIA, LLC 401(K) PLAN | 401k | $13.6M | 415 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | ALICE AND OLIVIA LLC HEALTH & WELFARE PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.2M | 478 | 2025 |
Retirement plans
Welfare plans