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  2. ALLEGIS GROUP, INC.
Sponsor portfolioTH

ALLEGIS GROUP, INC.

EIN 52-1304931-staffing and recruiting-Latest filing 2024
Plans
4
Retirement
3
$2.73B assets
Welfare
1
$49.2M premiums
Participants
305,073
7312 PARKWAY DR - HANOVER, MD 21076866-886-9798allegisgroup.comLinkedIn10001+ employeesstaffing and recruiting
Plans on this EIN
4 filings
#004401k-$2.19B - 43,236 part#002401k-$288.6M - 178,774 part#003401k-$251.0M - 35,418 part#507Mixed-$49.2M - 18,311 lives

Retirement portfolio analytics

3 plans aggregated / $2.73B assets / 257,428 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • SAVINGS PLAN ONE (#004)80%
  • SAVINGS PLAN TWO (#002)11%
  • SAVINGS PLAN THREE (#003)9%
Total $2.73BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN TWO (#002)178,774
  • SAVINGS PLAN ONE (#004)43,236
  • SAVINGS PLAN THREE (#003)35,418
Total 257,428Click row to drill in

Benefits portfolio analytics

1 plan / $49.2M premiums / 18,311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$29.8M
  • Dental$9.9M
  • Long-term disability$7.8M
  • Life$7.6M
  • Short-term disability$6.6M
  • Vision$2.2M
Total $49.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • SYMETRA LIFE INSURANCE COMPANY43%
  • METROPOLITAN LIFE INSURANCE COMPANY42%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN5%
  • HARTFORD LIFE AND ACCIDENT1%
Total $49.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • KELLY & ASSOCIATES INSURANCE GROUP92%
  • SF&C SELECT BENEFITS COMM GROUP8%
Total $8.2M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN ONE

401k

Assets$2.19B
Participants43,236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN TWO

401k

Assets$288.6M
Participants178,774
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN THREE

401k

Assets$251.0M
Participants35,418
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

ALLEGIS GROUP, INC. BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$49.2M
Covered lives18,311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN ONE401k$2.19B43,2362024
002ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN TWO401k$288.6M178,7742024
003ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN THREE401k$251.0M35,4182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507ALLEGIS GROUP, INC. BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$49.2M18,3112024
Retirement plans
Welfare plans
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