Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.0M
- Life$817K
- Long-term disability$817K
Sponsor portfolio
HOULIHAN LOKEY, INC.
EIN 95-2770395investment bankingLatest filing 2025
Plans
3
Retirement
1
$396.4M assets
Welfare
2
$1.0M premiums
Participants
4,461
10250 CONSTELLATION BOULEVARD - LOS ANGELES, CA 90067310-553-8871hl.comLinkedIn1001-5000 employeesinvestment banking
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.0M premiums / 2,893 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- METROPOLITAN LIFE INSURANCE COMPANY80%
- JANUS ASSOCIATES, INC. DBA BHS10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
60%top
- EXECUTIVE FINANCIAL BENE-FACTS INC60%
- GALLAGHER BENEFIT SERVICES, INC.40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
HOULIHAN LOKEY RETIREMENT SAVINGS PLAN
401k
Assets$396.4M
Participants2,746
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOULIHAN LOKEY WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives2,793
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HOULIHAN LOKEY BTA PLAN
Fully Insured - FEDERAL INSURANCE COMPANY
Premiums$0
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | 401k | $396.4M | 2,746 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOULIHAN LOKEY WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.0M | 2,793 | 2025 | |
| 502 | HOULIHAN LOKEY BTA PLAN | Fully Insured | FEDERAL INSURANCE COMPANY | $0 | 100 | 2024 |
Retirement plans
Welfare plans