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Sponsor portfolioTH

ALIXPARTNERS, LLP

EIN 38-3637158-management consulting-Latest filing 2024
Plans
4
Retirement
2
$675.0M assets
Welfare
2
$4.7M premiums
Participants
4,858
2000 TOWN CENTER, SUITE 2400 - SOUTHFIELD, MI 48075248-358-4420alixpartners.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
4 filings
#001401k-$601.7M - 2,350 part#004CashBalance-$73.3M - 190 part#502Mixed-$4.5M - 4,473 lives#503Fully Insured-$143K - 1,010 lives

Retirement portfolio analytics

2 plans aggregated / $675.0M assets / 2,540 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • FIRM CONTRIBUTION PLAN (#001)89%
  • CASH BALANCE PLAN (#004)11%
Total $675.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • (Not disclosed)89%
  • THE VANGUARD GROUP, INC.11%
Total $675.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRM CONTRIBUTION PLAN (#001)2,350
  • CASH BALANCE PLAN (#004)190
Total 2,540Click row to drill in

Benefits portfolio analytics

2 plans / $4.7M premiums / 5,483 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.9M
  • Health$834K
  • Dental$834K
  • Other$698K
  • Long-term disability$520K
  • Prescription drug$5K
Total $4.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • METROPOLITAN LIFE INSURANCE COMPANY62%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY18%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • ARAG INSURANCE COMPANY3%
  • +2 more
Total $4.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • CETERA ADVISOR NETWORKS LLC73%
  • ANDREW M STERNGOLD19%
  • WILLIS TOWERS WATSON US LLC5%
  • MMG AGENCY INC.2%
  • COBBS ALLEN & HALL INC2%
  • +1 more
Total $387K6 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

ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN

401k

Assets$601.7M
Participants2,350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ALIXPARTNERS, LLP CASH BALANCE PLAN

CashBalance

Assets$73.3M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALIXPARTNERS, LLP WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.5M
Covered lives4,473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ALIXPARTNERS, LLP GROUP LEGAL PLAN

Fully Insured - ARAG INSURANCE COMPANY

Premiums$143K
Covered lives1,010
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN401k$601.7M2,3502024
004ALIXPARTNERS, LLP CASH BALANCE PLANCashBalance$73.3M1902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALIXPARTNERS, LLP WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$4.5M4,4732024
503ALIXPARTNERS, LLP GROUP LEGAL PLANFully InsuredARAG INSURANCE COMPANY$143K1,0102024
Retirement plans
Welfare plans
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