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Sponsor portfolio

FRED ALGER & COMPANY, LLC

EIN 13-2665689-investment banking-Latest filing 2025
Plans
3
Retirement
1
$108.0M assets
Welfare
2
$4.8M premiums
Participants
559
100 PEAR STREET, 27TH FLOOR - NEW YORK, NY 10004201-547-3600LinkedIn1-10 employeesinvestment banking
Plans on this EIN
3 filings
#003401k-$108.0M - 238 part#501Fully Insured-$4.8M - 238 lives#506Fully Insured-$12K - 159 lives

Benefits portfolio analytics

2 plans / $4.8M premiums / 397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Dental$4.6M
  • Vision$4.6M
  • Prescription drug$4.6M
  • Other$192K
  • Short-term disability$180K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $249K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FRED ALGER & COMPANY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$108.0M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRED ALGER & COMPANY, LLC EMPLOYEE BENEFIT(S) PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.8M
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

GROUP BUSINESS TRAVEL ACCIDENT INSURANCE

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$12K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FRED ALGER & COMPANY, LLC 401(K) PROFIT SHARING PLAN401k$108.0M2382024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRED ALGER & COMPANY, LLC EMPLOYEE BENEFIT(S) PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.8M2382025
506GROUP BUSINESS TRAVEL ACCIDENT INSURANCEFully InsuredFEDERAL INSURANCE COMPANY$12K1592025
Retirement plans
Welfare plans
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