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Sponsor portfolio

ALCOTT HR GROUP, LLC

EIN 26-1638437-human resources-Latest filing 2025
Plans
2
Retirement
1
$228.2M assets
Welfare
1
$38.5M premiums
Participants
11,263
71 EXECUTIVE BLVD - FARMINGDALE, NY 117354709631-420-0100alcotthrgroup.comLinkedIn5001-10000 employeeshuman resources
Plans on this EIN
2 filings
#001401k-$228.2M - 3,905 part#503Fully Insured-$38.5M - 7,358 lives

Benefits portfolio analytics

1 plan / $38.5M premiums / 7,358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$33.4M
  • Prescription drug$14.2M
  • Other$2.6M
  • Dental$2.3M
  • Vision$2.0M
  • Life$2.0M
  • +2 more
Total $38.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • AETNA LIFE INSURANCE COMPANY50%
  • BLUE CROSS OF CALIFORNIA37%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • EMBLEMHEALTH0%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $38.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • ALCOTT INSURANCE AGENCY INC45%
  • COMPASS CONSULTING GROUP INC41%
  • CENTRO BENEFITS RESEARCH LLC14%
  • EDGEWOOD PARTNERS INSURANCE CENTER0%
Total $1.0M4 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

THE ALCOTT GROUP 401(K) PLAN

401k

Assets$228.2M
Participants3,905
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ALCOTT HR GROUP, LLC GROUP INSURANCE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$38.5M
Covered lives7,358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ALCOTT GROUP 401(K) PLAN401k$228.2M3,9052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ALCOTT HR GROUP, LLC GROUP INSURANCE PLANFully InsuredAETNA LIFE INSURANCE CO.$38.5M7,3582025
Retirement plans
Welfare plans
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