PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HAMILTON LANE ADVISORS, LLC
Sponsor portfolio

HAMILTON LANE ADVISORS, LLC

EIN 23-2962336-investment banking-Latest filing 2025
Plans
2
Retirement
1
$94.9M assets
Welfare
1
$1.1M premiums
Participants
1,339
110 WASHINGTON STREET, SUITE 1300 - CONSHOHOCKEN, PA 19428610-934-2222LinkedIn201-500 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$94.9M - 717 part#501Fully Insured-$1.1M - 969 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 969 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$569K
  • Health$532K
  • Life$524K
  • Short-term disability$524K
  • Long-term disability$524K
  • Dental$487K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA48%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY44%
  • EYEMED VISION CARE4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • LIFESECURE INSURANCE COMPANY1%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • TRIBEN INSURANCE SOLUTIONS INC90%
  • NFP INSURANCE SERVICES INC6%
  • GALLAGHER BENEFIT SERVICES, INC.3%
  • ONE80 INTERMEDIARIES INC1%
  • J MANNING AND ASSOCIATES0%
  • +3 more
Total $83K8 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

HAMILTON LANE ADVISORS, LLC 401(K) PLAN

401k

Assets$94.9M
Participants717
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAMILTON LANE ADVISORS, LLC WELFARE BENEFIT PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives969
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAMILTON LANE ADVISORS, LLC 401(K) PLAN401k$94.9M7172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAMILTON LANE ADVISORS, LLC WELFARE BENEFIT PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.1M9692025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica