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Sponsor portfolio

KAYNE ANDERSON CAPITAL ADVISORS, L.P.

EIN 95-4486379-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$140.7M assets
Welfare
1
$1.1M premiums
Participants
908
2121 AVE OF THE STARS, 9TH FL. - LOS ANGELES, CA 90067310-601-3781
Plans on this EIN
2 filings
#001401k-$140.7M - 540 part#501Mixed-$1.1M - 366 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$635K
  • Long-term disability$273K
  • Other$199K
  • Life$139K
  • Vision$43K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN4%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • MICHAEL HAND92%
  • EMERSON REID LLC8%
Total $140K2 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

KAYNE ANDERSON CAPITAL ADVISORS 401(K) PLAN

401k

Assets$140.7M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAYNE ANDERSON CAPITAL ADVISORS, L.P. MEDICAL, DENTAL, LIFE & AD&D AND LONG TERM DISABILITY PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KAYNE ANDERSON CAPITAL ADVISORS 401(K) PLAN401k$140.7M5402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAYNE ANDERSON CAPITAL ADVISORS, L.P. MEDICAL, DENTAL, LIFE & AD&D AND LONG TERM DISABILITY PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.1M3662024
Retirement plans
Welfare plans
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