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  2. BAKER TILLY ADVISORY GROUP PARENT, LP
Sponsor portfolioTH

BAKER TILLY ADVISORY GROUP PARENT, LP

EIN 39-0859910-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$1.22B assets
Welfare
1
$14.0M premiums
Participants
17,644
TEN TERRACE COURT - CHICAGO, IL 60601608-240-2426
Plans on this EIN
3 filings
#002401k-$1.18B - 10,195 part#005CashBalance-$35.2M - 420 part#501Fully Insured-$14.0M - 6,537 lives

Retirement portfolio analytics

2 plans aggregated / $1.22B assets / 10,615 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • GROUP PARENT, LP (#002)97%
  • CASH BALANCE PLAN (#005)3%
Total $1.22BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP PARENT, LP (#002)10,195
  • CASH BALANCE PLAN (#005)420
Total 10,615Click row to drill in

Benefits portfolio analytics

1 plan / $14.0M premiums / 6,537 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Prescription drug$6.2M
  • Dental$4.1M
  • Other$1.9M
  • Life$1.6M
  • Long-term disability$1.2M
  • +1 more
Total $14.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
29%top
  • DELTA DENTAL OF CALIFORNIA29%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY22%
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION12%
  • DEAN HEALTH PLAN INC10%
  • +1 more
Total $14.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • AON CONSULTING INC55%
  • BAKER TILLY VANTAGEN, LLC45%
Total $344K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAKER TILLY ADVISORY GROUP PARENT, LP

401k

Assets$1.18B
Participants10,195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BAKER TILLY ADVISORY GROUP PARENT, LP MARKET BASED CASH BALANCE PLAN

CashBalance

Assets$35.2M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAKER TILLY GROUP INSURANCE PLAN

Fully Insured - DELTA DENTAL OF WISCONSIN

Premiums$14.0M
Covered lives6,537
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAKER TILLY ADVISORY GROUP PARENT, LP401k$1.18B10,1952024
005BAKER TILLY ADVISORY GROUP PARENT, LP MARKET BASED CASH BALANCE PLANCashBalance$35.2M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAKER TILLY GROUP INSURANCE PLANFully InsuredDELTA DENTAL OF WISCONSIN$14.0M6,5372024
Retirement plans
Welfare plans
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