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Sponsor portfolio

HIGHTOWER HOLDING, LLC

EIN 26-2270729-investment banking-Latest filing 2024
Plans
3
Retirement
2
$217.9M assets
Welfare
1
$20.9M premiums
Participants
3,348
200 WEST MADISON STREET, SUITE 2500 - CHICAGO, IL 60606312-962-3829byadvisorsforadvisors.comLinkedIn501-1000 employeesinvestment banking
Plans on this EIN
3 filings
#001401k-$206.7M - 1,750 part#002401k-$11.1M - 55 part#506Mixed-$20.9M - 2,820 lives

Retirement portfolio analytics

2 plans aggregated / $217.9M assets / 1,805 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • HIGHTOWER 401(K) (#001)95%
  • ADVISOR GROUP 401(K) (#002)5%
Total $217.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HIGHTOWER 401(K) (#001)1,750
  • ADVISOR GROUP 401(K) (#002)55
Total 1,805Click row to drill in

Benefits portfolio analytics

1 plan / $20.9M premiums / 2,820 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$19.8M
  • Other$436K
  • Life$390K
  • Short-term disability$266K
  • Long-term disability$263K
  • Vision$145K
Total $20.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $20.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • THE PLEXUS GROUPE LLC63%
  • TIMOTHY J REED23%
  • HONESTRX CONSULTING, LLC14%
Total $509K3 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

HIGHTOWER 401(K) PLAN

401k

Assets$206.7M
Participants1,750
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HIGHTOWER ADVISOR GROUP 401(K) PLAN

401k

Assets$11.1M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

HIGHTOWER HOLDING, LLC EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$20.9M
Covered lives2,820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HIGHTOWER 401(K) PLAN401k$206.7M1,7502024
002HIGHTOWER ADVISOR GROUP 401(K) PLAN401k$11.1M552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506HIGHTOWER HOLDING, LLC EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$20.9M2,8202024
Retirement plans
Welfare plans
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