Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.0M
- Other$327K
- Life$297K
- Short-term disability$238K
- Long-term disability$238K
- Vision$50K
Sponsor portfolio
ARABELLA ADVISORS, LLC
EIN 20-4995650philanthropyLatest filing 2025
Plans
2
Retirement
1
$40.0M assets
Welfare
1
$1.4M premiums
Participants
1,088
125 SOUTH CLARK STREET, SUITE 1250 - CHICAGO, IL 60603312-801-9346arabellaadvisors.comLinkedIn201-500 employeesphilanthropy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 814 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- HM LIFE INSURANCE COMPANY73%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
- METROPOLITAN LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
88%top
- WILLIS TOWERS WATSON US LLC88%
- MCCLELLAN, DAVID J12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ARABELLA ADVISORS LLC RETIREMENT PLAN
401k
Assets$40.0M
Participants684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ARABELLA ADVISORS, LLC EMPLOYEE BENEFITS PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives814
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARABELLA ADVISORS LLC RETIREMENT PLAN | 401k | $40.0M | 684 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ARABELLA ADVISORS, LLC EMPLOYEE BENEFITS PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.4M | 814 | 2025 |
Retirement plans
Welfare plans