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Sponsor portfolio

ANKURA CONSULTING GROUP LLC

EIN 47-2435218-Latest filing 2025
Plans
3
Retirement
2
$231.3M assets
Welfare
1
$27.1M premiums
Participants
3,498
485 LEXINGTON AVENUE 10TH FLOOR - NEW YORK, NY 10017212-818-1555
Plans on this EIN
3 filings
#001401k-$230.5M - 2,276 part#002ProfitSharing-$798K - 8 part#501Mixed-$27.1M - 1,208 lives

Retirement portfolio analytics

2 plans aggregated / $231.3M assets / 2,284 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • GROUP, LLC Savings (#001)100%
  • PUERTO RICO Savings (#002)0%
Total $231.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ADP BROKER-DEALER100%
  • (Not disclosed)0%
Total $231.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, LLC Savings (#001)2,276
  • PUERTO RICO Savings (#002)8
Total 2,284Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • VISION SERVICE PLAN1%
Total $27.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • NFP INSURANCE SERVICES INC75%
  • TOTALIS BENEFITS25%
Total $277K2 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

ANKURA CONSULTING GROUP, LLC SAVINGS PLAN

401k

Assets$230.5M
Participants2,276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANKURA PUERTO RICO SAVINGS PLAN

ProfitSharing

Assets$798K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANKURA CONSULTING GROUP WELFARE BENEFIT WRAP PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$27.1M
Covered lives1,208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANKURA CONSULTING GROUP, LLC SAVINGS PLAN401k$230.5M2,2762024
002ANKURA PUERTO RICO SAVINGS PLANProfitSharing$798K82024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANKURA CONSULTING GROUP WELFARE BENEFIT WRAP PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$27.1M1,2082025
Retirement plans
Welfare plans
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