Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$2.7M
- Other$2.5M
- Life$2.0M
- Vision$394K
- Short-term disability$322K
- Health$243K
- +1 more
Sponsor portfolio
ALVAREZ & MARSAL HOLDINGS, LLC
EIN 56-2409465management consultingLatest filing 2025
Plans
2
Retirement
1
$1.42B assets
Welfare
1
$4.0M premiums
Participants
10,016
100 PARK AVENUE, 9TH FLOOR - NEW YORK, NY 10017929-317-9440alvarezandmarsal.comLinkedIn5001-10000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 5,934 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- METROPOLITAN LIFE INSURANCE COMPANY57%
- UNUM LIFE INSURANCE COMPANY OF AMERICA16%
- AETNA LIFE INSURANCE COMPANY10%
- EXCEPTIONAL RISK ADVISORS8%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- +2 more
Broker market share
Schedule A broker compensation
45%top
- RANDALL WARREN PECK45%
- AON CONSULTING INC21%
- PECK FINANCIAL SERVICES INC18%
- M FINANCIAL HOLDINGS INC7%
- ROBERT MILLER7%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN
401k
Assets$1.42B
Participants6,366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALVAREZ & MARSAL HOLDINGS, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.0M
Covered lives5,934
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | 401k | $1.42B | 6,366 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALVAREZ & MARSAL HOLDINGS, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $4.0M | 5,934 | 2024 |
Retirement plans
Welfare plans