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Sponsor portfolio

ALLIANCE GROUP SERVICES, LLC

EIN 27-2004691-facilities services-Latest filing 2025
Plans
3
Retirement
2
$18.0M assets
Welfare
1
$1.5M premiums
Participants
579
PO BOX 666, 6 DAVID DRIVE - ESSEX JUNCTION, VT 05453802-864-4000agusa.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
3 filings
#001401k-$13.1M - 295 part#002ESOP-$4.8M - 116 part#510Fully Insured-$1.5M - 314 lives

Retirement portfolio analytics

2 plans aggregated / $18.0M assets / 411 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • SERVICES, LLC 401(K) (#001)73%
  • EMPLOYEE STOCK OWNERSHIP (#002)27%
Total $18.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • ASCENSUS LLC73%
  • (Not disclosed)27%
Total $18.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, LLC 401(K) (#001)295
  • EMPLOYEE STOCK OWNERSHIP (#002)116
Total 411Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$73K
  • Life$29K
  • Other$29K
  • Long-term disability$28K
  • Short-term disability$28K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ACRISURE LLC73%
  • GALLAGHER BENEFIT SERVICES, INC.17%
  • GROUP BENEFITS LTD10%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $49K4 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

ALLIANCE GROUP SERVICES, LLC 401(K) PLAN

401k

Assets$13.1M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.8M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ALLIANCE GROUP, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLIANCE GROUP SERVICES, LLC 401(K) PLAN401k$13.1M2952024
002ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.8M1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ALLIANCE GROUP, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.5M3142025
Retirement plans
Welfare plans
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