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  2. ALLIED WORLD ASSURANCE COMPANY U.S. INC.
Sponsor portfolio

ALLIED WORLD ASSURANCE COMPANY U.S. INC.

EIN 95-4387273-Latest filing 2025
Plans
2
Retirement
1
$309.6M assets
Welfare
1
$2.6M premiums
Participants
2,017
199 WATERSTREET, 26TH FLOOR - NEW YORK CITY, NY 10038857-288-6000LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$309.6M - 1,141 part#501Mixed-$2.6M - 1,778 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 1,778 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.4M
  • Health$1.3M
  • Prescription drug$1.3M
  • Long-term disability$1.1M
  • Life$1.0M
  • Short-term disability$1.0M
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA41%
  • VISION SERVICE PLAN4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • LOCKTON COMPANIES, LLC48%
  • ONE80 INTERMEDIARIES INC25%
  • EDGEWOOD PARTNERS INSURANCE CENTER22%
  • USI INSURANCE SERVICES LLC3%
  • VANBRIDGE LLC1%
  • +1 more
Total $32K6 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

ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN

401k

Assets$309.6M
Participants1,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIED WORLD ASSURANCE COMPANY HEALTH AND WELFARE PROGRAM

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.6M
Covered lives1,778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN401k$309.6M1,1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIED WORLD ASSURANCE COMPANY HEALTH AND WELFARE PROGRAMMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.6M1,7782025
Retirement plans
Welfare plans
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