Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALLIANCEBERNSTEIN L.P.
EIN 13-4064930financial servicesLatest filing 2024
Plans
4
Retirement
2
$1.77B assets
Welfare
2
$5.2M premiums
Participants
9,535
501 COMMERCE STREET - NASHVILLE, TN 37203629-213-5284alliancebernstein.comLinkedIn1001-5000 employeesfinancial services
Retirement portfolio analytics
2 plans aggregated / $1.77B assets / 6,567 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $5.2M premiums / 6,472 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.7M
- Other$1.7M
- Life$1.7M
- Vision$366K
- Long-term disability$305K
- Short-term disability$79K
Carrier market share
Premium dollars by Schedule A carrier
41%top
- AETNA LIFE INSURANCE COMPANY41%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA32%
- DELTA DENTAL OF CALIFORNIA12%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
- VISION SERVICE PLAN7%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCEBERNSTEIN L.P.
401k
Assets$1.71B
Participants5,839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RETIREMENT PLAN FOR EMPLOYEES OF ALLIANCEBERNSTEIN L.P.
TraditionalDB
Assets$60.2M
Participants728
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
LIFE, AD&D, DISABILITY & MEDICAL FOR EMPLOYEES OF ALLIANCEBERNSTEIN L.P.
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$4.9M
Covered lives3,536
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LONG TERM DISABILITY FOR EMPLOYEES OF ALLIANCEBERNSTEIN L.P.
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$305K
Covered lives2,936
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCEBERNSTEIN L.P. | 401k | $1.71B | 5,839 | 2024 | |
| 002 | RETIREMENT PLAN FOR EMPLOYEES OF ALLIANCEBERNSTEIN L.P. | TraditionalDB | $60.2M | 728 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | LIFE, AD&D, DISABILITY & MEDICAL FOR EMPLOYEES OF ALLIANCEBERNSTEIN L.P. | Mixed | AETNA LIFE INSURANCE COMPANY | $4.9M | 3,536 | 2024 | |
| 502 | LONG TERM DISABILITY FOR EMPLOYEES OF ALLIANCEBERNSTEIN L.P. | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $305K | 2,936 | 2024 |
Retirement plans
Welfare plans