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  2. GI ALLIANCE MANAGEMENT, LLC
Sponsor portfolio

GI ALLIANCE MANAGEMENT, LLC

EIN 83-2074098-Latest filing 2025
Plans
4
Retirement
1
$1.08B assets
Welfare
3
$5.9M premiums
Participants
15,768
550 RESERVE STREET, SUITE 550 - SOUTHLAKE, TX 76092214-424-2228
Plans on this EIN
4 filings
#001401k-$1.08B - 9,039 part#501Mixed-$5.9M - 5,107 lives#502Self Funded-0 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $5.9M premiums / 5,107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Life$2.5M
  • Dental$2.5M
  • Vision$2.5M
  • Short-term disability$2.3M
  • Long-term disability$2.3M
Total $5.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY51%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Total $5.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $1.3M1 slice

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 GI ALLIANCE MANAGEMENT 401K SAVINGS PLAN

401k

Assets$1.08B
Participants9,039
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE GI ALLIANCE HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.9M
Covered lives5,107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE GI ALLIANCE FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE GI ALLIANCE FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE GI ALLIANCE MANAGEMENT 401K SAVINGS PLAN401k$1.08B9,0392024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE GI ALLIANCE HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$5.9M5,1072025
502THE GI ALLIANCE FSA PLANSelf Funded-$002024
503THE GI ALLIANCE FSA PLANSelf Funded-$002024
Retirement plans
Welfare plans
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