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  2. LORD, ABBETT & CO. LLC
Sponsor portfolio

LORD, ABBETT & CO. LLC

EIN 13-5620131-financial services-Latest filing 2024
Plans
2
Retirement
1
$507.1M assets
Welfare
1
$1.4M premiums
Participants
2,118
90 HUDSON STREET - JERSEY CITY, NJ 07302201-827-2000lordabbett.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$507.1M - 1,324 part#501Mixed-$1.4M - 773 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 773 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$753K
  • Long-term disability$450K
  • Other$403K
  • Life$383K
  • Health$63K
  • Dental$63K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA83%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • ARAG INSURANCE COMPANY3%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • USI INSURANCE SERVICES LLC56%
  • MERCER HEALTH AND BENEFITS, LLC24%
  • ACRISURE LLC12%
  • PLANSOURCE BENEFIT ADMINISTRATION5%
  • REUBEN WARNER ASSOCIATES, INC.2%
  • +1 more
Total $102K6 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

LORD ABBETT 401(K) RETIREMENT PLAN

401k

Assets$507.1M
Participants1,324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LORD ABBETT & CO. LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.4M
Covered lives773
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LORD ABBETT 401(K) RETIREMENT PLAN401k$507.1M1,3242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LORD ABBETT & CO. LLC HEALTH AND WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.4M7732024
Retirement plans
Welfare plans
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