Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$237K
- Life$131K
- Dental$127K
- Short-term disability$127K
- Long-term disability$127K
- Other$127K
- +1 more
Sponsor portfolioTH
ALIGNED EQUITY PARTNERS, LLC
EIN 45-4737185Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$379K premiums
Participants
342
500 DUKE DRIVE - FRANKLIN, TN 37067615-224-8077
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $379K premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- HCC LIFE INSURANCE COMPANY63%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
- EYEMED VISION CARE3%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
84%top
- THE BALDWIN GROUP WEST LLC84%
- WATCHTOWER BENEFITS, LLC12%
- BALDWIN KRYSTYN SHERMAN PARTNERS2%
- HOWARD B LABOW2%
- THREEFLOW1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALIGNED EQUITY PARTNERS, LLC RETIREMENT PLAN
401k
Assets$10.5M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ALIGNED EQUITY PARTNERS, LLC WELFARE BENEFIT PLAN
Mixed - TOKIO MARINE
Premiums$379K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALIGNED EQUITY PARTNERS, LLC RETIREMENT PLAN | 401k | $10.5M | 219 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ALIGNED EQUITY PARTNERS, LLC WELFARE BENEFIT PLAN | Mixed | TOKIO MARINE | $379K | 123 | 2025 |
Retirement plans
Welfare plans