Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$637K
- Life$617K
- Long-term disability$617K
Sponsor portfolioTH
ASSETMARK FINANCIAL HOLDINGS, INC.
EIN 30-0774039investment managementLatest filing 2025
Plans
2
Retirement
1
$175.0M assets
Welfare
1
$637K premiums
Participants
2,435
1655 GRANT STREET, 10TH FLOOR - CONCORD, CA 94520602-620-1812LinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $637K premiums / 1,910 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA97%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASSETMARK FINANCIAL 401(K) PLAN
401k
Assets$175.0M
Participants1,255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASSETMARK FINANCIAL HOLDINGS, INC. HEALTH AND WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$637K
Covered lives1,910
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSETMARK FINANCIAL 401(K) PLAN | 401k | $175.0M | 1,255 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASSETMARK FINANCIAL HOLDINGS, INC. HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $637K | 1,910 | 2025 |
Retirement plans
Welfare plans