Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$491K
- Life$300K
- Long-term disability$300K
- Other$300K
- Health$61K
- Vision$41K
Sponsor portfolio
ALTI GLOBAL HOLDINGS, LLC
EIN 87-2737547Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$72.4M assets
Welfare
1
$893K premiums
Participants
601
520 MADISON AVENUE, 26TH FLOOR - NEW YORK, NY 10022212-396-5900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $893K premiums / 248 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA55%
- UNUM LIFE INSURANCE COMPANY OF AMERICA34%
- KAISER FOUNDATION HEALTH PLAN INC7%
- SHELTERPOINT LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
76%top
- PROFESSIONAL GROUP PLANS INC76%
- GCG FINANCIAL LLC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALTI GLOBAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$72.4M
Participants360
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALTI GLOBAL HOLDINGS, LLC HEALTH & WELFARE PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$893K
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALTI GLOBAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | 401k | $72.4M | 360 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALTI GLOBAL HOLDINGS, LLC HEALTH & WELFARE PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $893K | 248 | 2025 |
Retirement plans
Welfare plans