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  2. EISNER ADVISORY GROUP, LLC
Sponsor portfolio

EISNER ADVISORY GROUP, LLC

EIN 87-1353108-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$699.3M assets
Welfare
1
$2.8M premiums
Participants
7,728
733 THIRD AVENUE - NEW YORK, NY 10017212-949-8700
Plans on this EIN
2 filings
#003401k-$699.3M - 4,870 part#501Fully Insured-$2.8M - 3,562 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 3,562 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$782K
  • Short-term disability$737K
  • Other$722K
  • Life$612K
  • Vision$229K
  • Dental$171K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA86%
  • VISION SERVICE PLAN8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • DIGITAL INSURANCE LLC74%
  • WILLIS TOWERS WATSON US LLC26%
Total $268K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EISNER ADVISORY GROUP, LLC RETIREMENT PLAN

401k

Assets$699.3M
Participants4,870
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EISNER ADVISORY GROUP, LLC BENEFITS PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives3,562
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003EISNER ADVISORY GROUP, LLC RETIREMENT PLAN401k$699.3M4,8702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EISNER ADVISORY GROUP, LLC BENEFITS PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$2.8M3,5622024
Retirement plans
Welfare plans
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