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Sponsor portfolio

ALLIANTGROUP, LP

EIN 04-3647277-management consulting-Latest filing 2025
Plans
2
Retirement
1
$39.0M assets
Welfare
1
$7.2M premiums
Participants
1,332
3009 POST OAK BOULEVARD, SUITE 2000 - HOUSTON, TX 77056713-877-9600alliantgroup.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$39.0M - 782 part#502Fully Insured-$7.2M - 822 lives

Benefits portfolio analytics

1 plan / $7.2M premiums / 822 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.7M
  • Dental$6.7M
  • Prescription drug$6.7M
  • Short-term disability$304K
  • Long-term disability$304K
  • Other$195K
  • +2 more
Total $7.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • DEARBORN LIFE INSURANCE COMPANY2%
  • RELIASTAR LIFE INSURANCE COMPANY0%
  • ARAG INSURANCE COMPANY0%
  • +1 more
Total $7.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HUB INTERNATIONAL MIDWEST LIMITED86%
  • LAWRENCE M. JACOBS13%
  • BENE RE LLC1%
Total $229K3 slices

Plan deep-dives

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

ALLIANTGROUP LP 401(K) PLAN

401k

Assets$39.0M
Participants782
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALLIANTGROUP LP HEALTH & WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$7.2M
Covered lives822
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIANTGROUP LP 401(K) PLAN401k$39.0M7822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALLIANTGROUP LP HEALTH & WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$7.2M8222025
Retirement plans
Welfare plans
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