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Sponsor portfolio

ALK-ABELLO, INC.

EIN 36-3285439-Latest filing 2025
Plans
3
Retirement
1
$76.1M assets
Welfare
2
$9.0M premiums
Participants
1,259
1700 ROYSTON LANE - ROUND ROCK, TX 78664512-251-0037alk-abello.usLinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$76.1M - 741 part#501Fully Insured-$9.0M - 920 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $9.0M premiums / 920 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.9M
  • Prescription drug$7.9M
  • Other$615K
  • Life$490K
  • Short-term disability$490K
  • Long-term disability$490K
  • +2 more
Total $9.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • HARTFORD LIFE AND ACCIDENT6%
  • DELTA DENTAL OF CALIFORNIA5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
Total $9.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WILLIS TOWERS WATSON US LLC99%
  • EMPYREAN BENEFIT SOLUTIONS INC1%
  • LIAZON BENEFITS INC0%
Total $387K3 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

ALK 401(K) PLAN

401k

Assets$76.1M
Participants741
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALK-ABELLO, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$9.0M
Covered lives920
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ALK-ABELLO, INC. EMPLOYEE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALK 401(K) PLAN401k$76.1M7412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALK-ABELLO, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$9.0M9202025
502ALK-ABELLO, INC. EMPLOYEE BENEFITS PLANSelf Funded-$002024
Retirement plans
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