Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
A.T. KEARNEY, INC.
EIN 75-2608565Latest filing 2025
Plans
5
Retirement
2
$719.6M assets
Welfare
3
$1.3M premiums
Participants
5,073
227 WEST MONROE STREET - CHICAGO, IL 606065312312-648-0111
Retirement portfolio analytics
2 plans aggregated / $719.6M assets / 2,724 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- T ROWE PRICE RPS INC97%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.3M premiums / 1,946 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Short-term disability$1.0M
- Life$928K
- Long-term disability$928K
- Health$58K
- Dental$58K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- METROPOLITAN LIFE INSURANCE COMPANY75%
- ACE AMERICAN INSURANCE COMPANY20%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
86%top
- AON CONSULTING INC86%
- ALIGHT SOLUTIONS14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
A. T. KEARNEY, INC. 401K AND PROFIT SHARING RETIREMENT PLAN
401k
Assets$698.2M
Participants2,606
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
A.T. KEARNEY, INC. CASH BALANCE PLAN
CashBalance
Assets$21.4M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
A.T. KEANEY, INC. HEALTH CARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$677K
Covered lives916
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
A.T. KEARNEY, INC. INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$651K
Covered lives1,030
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
A.T. KEARNEY, INC. FLEXIBLE BENEFIT ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A. T. KEARNEY, INC. 401K AND PROFIT SHARING RETIREMENT PLAN | 401k | $698.2M | 2,606 | 2024 | |
| 003 | A.T. KEARNEY, INC. CASH BALANCE PLAN | CashBalance | $21.4M | 118 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | A.T. KEANEY, INC. HEALTH CARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $677K | 916 | 2025 | |
| 512 | A.T. KEARNEY, INC. INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $651K | 1,030 | 2025 | |
| 517 | A.T. KEARNEY, INC. FLEXIBLE BENEFIT ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans