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Sponsor portfolio

ARISTOTLE CAPITAL MANAGEMENT, LLC

EIN 95-4833644-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$66.3M assets
Welfare
1
$5.9M premiums
Participants
512
11100 SANTA MONICA BOULEVARD,, SUITE 1700 - LOS ANGELES, CA 90025310-478-4005
Plans on this EIN
2 filings
#003401k-$66.3M - 274 part#501Fully Insured-$5.9M - 791 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 791 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Prescription drug$5.3M
  • Dental$327K
  • Other$262K
  • Life$256K
  • Short-term disability$256K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • EMPATHIA, INC.0%
Total $5.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • SEQUOIA BENEFITS & INS SVCS LLC1%
  • ACRISURE LLC0%
  • ENROLLEASE0%
Total $299K4 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

ARISTOTLE CAPITAL MANAGEMENT, LLC 401(K) PLAN

401k

Assets$66.3M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARISTOTLE CAPITAL MANAGEMENT, LLC WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$5.9M
Covered lives791
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ARISTOTLE CAPITAL MANAGEMENT, LLC 401(K) PLAN401k$66.3M2742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARISTOTLE CAPITAL MANAGEMENT, LLC WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$5.9M7912024
Retirement plans
Welfare plans
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