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  2. ALLY FINANCIAL INC.
Sponsor portfolioTH

ALLY FINANCIAL INC.

EIN 38-0572512-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
1
$2.88B assets
Welfare
3
$13.3M premiums
Participants
47,599
500 WOODWARD AVENUE - DETROIT, MI 48226267-387-7010
Plans on this EIN
4 filings
#001401k-$2.88B - 15,192 part#525Fully Insured-$13.3M - 16,695 lives#555Fully Insured-$10K - 10,838 lives#535Self Funded-0 lives

Benefits portfolio analytics

3 plans / $13.3M premiums / 27,533 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$10.7M
  • Short-term disability$5.0M
  • Life$4.9M
  • Long-term disability$1.5M
  • Vision$1.0M
  • Health$31K
  • +1 more
Total $13.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA56%
  • SECURIAN LIFE INSURANCE COMPANY36%
  • BLUE CROSS OF CALIFORNIA7%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $13.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • JAMES W. MOORADIAN64%
  • MERCER HEALTH AND BENEFITS, LLC34%
  • CALIBER BENEFITS GROUP1%
  • BRYAN LAMBERT1%
  • CHRISTOPHER M. ALLEN0%
  • +3 more
Total $1.1M8 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

ALLY FINANCIAL INC. RETIREMENT SAVINGS PLAN

401k

Assets$2.88B
Participants15,192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

ALLY FINANCIAL INC. WELFARE BENEFIT PLAN

Fully Insured - SECURIAN LIFE INSURANCE COMPANY

Premiums$13.3M
Covered lives16,695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#555

ALLY FINANCIAL INC. BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA

Premiums$10K
Covered lives10,838
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#535

ALLY FINANCIAL INC. SEVERANCE PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLY FINANCIAL INC. RETIREMENT SAVINGS PLAN401k$2.88B15,1922024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
525ALLY FINANCIAL INC. WELFARE BENEFIT PLANFully InsuredSECURIAN LIFE INSURANCE COMPANY$13.3M16,6952024
555ALLY FINANCIAL INC. BUSINESS TRAVEL ACCIDENT PLANFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$10K10,8382024
535ALLY FINANCIAL INC. SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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