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Sponsor portfolio

AHEAD, INC.

EIN 84-3489032-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$176.3M assets
Welfare
1
$1.6M premiums
Participants
3,756
444 WEST LAKE ST. SUITE 3000 - CHICAGO, IL 60606312-924-4492ahead.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$176.3M - 2,091 part#501Mixed-$1.6M - 1,619 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,619 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Long-term disability$1.4M
  • Other$1.4M
  • Vision$146K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
  • VISION SERVICE PLAN9%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • LOCKTON COMPANIES, LLC96%
  • THE ULTIMATE SOFTWARE GROUP4%
Total $257K2 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

AHEAD, INC. 401(K) PLAN

401k

Assets$176.3M
Participants2,091
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AHEAD, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,619
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AHEAD, INC. 401(K) PLAN401k$176.3M2,0912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AHEAD, INC. EMPLOYEE WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.6M1,6192024
Retirement plans
Welfare plans
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