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Sponsor portfolio

EISNER ADVISORY GROUP, LLC

EIN 87-1353108-Latest filing 2025
Plans
2
Retirement
1
$699.3M assets
Welfare
1
$3.8M premiums
Participants
8,807
733 THIRD AVE - NEW YORK, NY 10017212-949-8700
Plans on this EIN
2 filings
#003401k-$699.3M - 4,870 part#501Mixed-$3.8M - 3,840 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 3,840 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Long-term disability$1.0M
  • Life$989K
  • Short-term disability$975K
  • Vision$304K
  • Dental$180K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA87%
  • VISION SERVICE PLAN8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • WILLIS TOWERS WATSON US LLC92%
  • DIGITAL INSURANCE LLC8%
Total $340K2 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

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$3.8M
Covered lives3,840
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 PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$3.8M3,8402025
Retirement plans
Welfare plans
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