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  2. Ankura Consulting Group, LLC
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Ankura Consulting Group, LLC

EIN 47-2435218-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$275.9M assets
Health & Benefits
1
$27.1M premiums
Participants
3,515
2000 K. STREET NW 12TH FLOOR - WASHINGTON, DC 20006412-714-6421
Plans on this EIN
3 filings
#001401(k)-$274.9M - 2,293 part#002Profit-sharing-$1.0M - 8 part#501Mixed-$27.1M - 1,208 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $275.9M assets / 2,301 participants

Assets by plan

Share of aggregate retirement assets

  • GROUP, LLC Savings (#001)$274.9M
  • PUERTO RICO Savings (#002)$1.0M
Total $275.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ADP BROKER-DEALER$274.9M
  • (Not disclosed)$1.0M
Total $275.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • GROUP, LLC Savings (#001)2,293
  • PUERTO RICO Savings (#002)8
Total 2,301Select a row to open it

Benefits portfolio analytics

1 plan / $27.1M premiums / 1,208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$25.2M
  • Dental$25.2M
  • Other$1.2M
  • Life$693K
  • Long-term disability$551K
  • Vision$170K
Total $27.1M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ANKURA CONSULTING GROUP, LLC SAVINGS PLAN

401(k)

Assets$274.9M
Participants2,293
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ANKURA PUERTO RICO SAVINGS PLAN

Profit-sharing

Assets$1.0M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ANKURA CONSULTING GROUP WELFARE BENEFIT WRAP PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$27.1M
Covered lives1,208
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ANKURA CONSULTING GROUP, LLC SAVINGS PLAN401(k)$274.9M2,2932025
#002ANKURA PUERTO RICO SAVINGS PLANProfit-sharing$1.0M82025
  • ANKURA CONSULTING GROUP, LLC SAVINGS PLAN$274.9M
    #001 · 401(k) · 20252,293
  • ANKURA PUERTO RICO SAVINGS PLAN$1.0M
    #002 · Profit-sharing · 20258

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ANKURA CONSULTING GROUP WELFARE BENEFIT WRAP PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$27.1M1,2082025
  • ANKURA CONSULTING GROUP WELFARE BENEFIT WRAP PLAN$27.1M
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 20251,208
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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