Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$727K
- Long-term disability$727K
- Other$727K
- Vision$75K
Sponsor portfolio
ANALYSIS GROUP, INC.
EIN 04-2727260management consultingLatest filing 2025
Plans
2
Retirement
1
$468.4M assets
Welfare
1
$802K premiums
Participants
3,464
111 HUNTINGTON AVENUE, 10TH FLOOR - BOSTON, MA 02199617-425-8435analysisgroup.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $802K premiums / 1,264 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
- EYEMED VISION CARE9%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN
401k
Assets$468.4M
Participants2,194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANALYSIS GROUP, INC. WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$802K
Covered lives1,264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN | 401k | $468.4M | 2,194 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANALYSIS GROUP, INC. WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $802K | 1,264 | 2025 |
Retirement plans
Welfare plans