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Sponsor portfolio

THE HACKETT GROUP, INC.

EIN 65-0750100-management consulting-Latest filing 2025
Plans
2
Retirement
1
$143.7M assets
Welfare
1
$8.4M premiums
Participants
1,616
1001 BRICKELL BAY DRIVE STE 3000 - MIAMI, FL 33131305-375-8005thehackettgroup.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$143.7M - 954 part#506Fully Insured-$8.4M - 832 lives

Benefits portfolio analytics

1 plan / $8.4M premiums / 832 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Dental$7.3M
  • Other$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • +1 more
Total $8.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA12%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $8.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • AON CONSULTING INC53%
  • CUSTOM BENEFIT PROGRAMS INC45%
  • CUNDY, INC.1%
  • IMG0%
Total $43K4 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

THE HACKETT GROUP, INC. 401K PLAN

401k

Assets$143.7M
Participants954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE HACKETT GROUP FLEXIBLE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$8.4M
Covered lives832
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE HACKETT GROUP, INC. 401K PLAN401k$143.7M9542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE HACKETT GROUP FLEXIBLE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$8.4M8322025
Retirement plans
Welfare plans
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