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Sponsor portfolioTH

ELIASSEN GROUP, LLC

EIN 04-3097449-management consulting-Latest filing 2025
Plans
2
Retirement
1
$137.0M assets
Welfare
1
$766K premiums
Participants
5,170
55 WALKERS BROOK DRIVE, 6TH FLOOR - READING, MA 01867780-246-1600eliassen.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$137.0M - 4,379 part#506Mixed-$766K - 1,623 lives

Benefits portfolio analytics

1 plan / $766K premiums / 1,623 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$648K
  • Short-term disability$648K
  • Long-term disability$648K
  • Other$648K
  • Vision$117K
Total $766K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY85%
  • AMERITAS LIFE INSURANCE CORP.15%
  • KAISER FOUNDATION HEALTH PLAN INC0%
Total $766K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $148K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ELIASSEN GROUP, LLC 401(K) PLAN

401k

Assets$137.0M
Participants4,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

ELIASSEN GROUP, LLC HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$766K
Covered lives1,623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELIASSEN GROUP, LLC 401(K) PLAN401k$137.0M4,3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506ELIASSEN GROUP, LLC HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$766K1,6232025
Retirement plans
Welfare plans
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