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Sponsor portfolio

TOWER RESEARCH CAPITAL LLC

EIN 13-3994895-financial services-Latest filing 2025
Plans
2
Retirement
1
$167.4M assets
Welfare
1
$451K premiums
Participants
1,355
120 BROADWAY, 38TH FLOOR - NEW YORK, NY 10271646-661-3473tower-research.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$167.4M - 825 part#501Mixed-$451K - 1,133 lives

Benefits portfolio analytics

1 plan / $451K premiums / 1,133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$386K
  • Life$269K
  • Short-term disability$207K
  • Long-term disability$207K
  • Vision$65K
Total $451K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA77%
  • UNITEDHEALTHCARE INSURANCE COMPANY14%
  • ARAG INSURANCE COMPANY9%
Total $451K3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • CORPORATE SYNERGIES GROUP LLC58%
  • ASSUREDPARTNERS38%
  • AP BENEFIT ADVISORS, LLC4%
Total $28K3 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

TOWER RESEARCH CAPITAL GROUP 401(K) PLAN

401k

Assets$167.4M
Participants825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOWER RESEARCH CAPITAL GROUP BENEFITS PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$451K
Covered lives1,133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOWER RESEARCH CAPITAL GROUP 401(K) PLAN401k$167.4M8252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOWER RESEARCH CAPITAL GROUP BENEFITS PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$451K1,1332025
Retirement plans
Welfare plans
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