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Sponsor portfolio

ABRDN INC.

EIN 51-0368279-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$200.3M assets
Welfare
1
$499K premiums
Participants
719
1900 MARKET STREET, 2ND FLOOR - PHILADELPHIA, PA 19103215-405-2474
Plans on this EIN
2 filings
#001401k-$200.3M - 519 part#501Mixed-$499K - 234 lives

Benefits portfolio analytics

1 plan / $499K premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$310K
  • Other$273K
  • Life$142K
  • Short-term disability$142K
  • Vision$56K
  • Health$1K
Total $499K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA34%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA28%
  • TRANSAMERICA LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA10%
  • +2 more
Total $499K7 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • AON CONSULTING INC56%
  • CUSTOM BENEFIT PROGRAMS INC39%
  • TOMPKINS INSURANCE AGENCIES4%
  • TOMPKINS INSURANCE0%
  • IMG0%
Total $53K5 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

ABERDEEN STANDARD INVESTMENTS INC. 401(K) PROFIT SHARING PLAN

401k

Assets$200.3M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ABERDEEN STANDARD INVESTMENTS INC. WELFARE BENEFIT PLAN

Mixed - PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$499K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ABERDEEN STANDARD INVESTMENTS INC. 401(K) PROFIT SHARING PLAN401k$200.3M5192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ABERDEEN STANDARD INVESTMENTS INC. WELFARE BENEFIT PLANMixedPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$499K2342024
Retirement plans
Welfare plans
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