Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.3M
- Dental$7.3M
- Vision$7.3M
- Prescription drug$7.3M
- Other$123K
- Life$72K
- +1 more
Sponsor portfolio
ALLEN OPERATIONS LLC
EIN 13-4195373retailLatest filing 2024
Plans
2
Retirement
1
$136.2M assets
Welfare
1
$7.4M premiums
Participants
526
711 FIFTH AVENUE, 9TH FLOOR - NEW YORK, NY 10022212-832-8000allenopticians.netLinkedIn1-10 employeesretail
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.4M premiums / 450 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- UNITEDHEALTHCARE INSURANCE COMPANY98%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- HARTFORD LIFE AND ACCIDENT1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
59%top
- GALLAGHER BENEFIT SERVICES, INC.59%
- ALLIANT INSURANCE SERVICES, INC.41%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE ALLEN & COMPANY 401(K) SAVINGS PLAN
401k
Assets$136.2M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ALLEN & COMPANY EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Mewa - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.4M
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE ALLEN & COMPANY 401(K) SAVINGS PLAN | 401k | $136.2M | 347 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ALLEN & COMPANY EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Mewa | UNITEDHEALTHCARE INSURANCE COMPANY | $7.4M | 450 | 2024 |
Retirement plans
Welfare plans