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Sponsor portfolio

GRANT THORNTON ADVISORS LLC

EIN 99-1856619-accounting-Latest filing 2024
Plans
3
Retirement
2
$2.21B assets
Welfare
1
$8.6M premiums
Participants
36,605
171 N. CLARK STREET, SUITE 200 - CHICAGO, IL 60601312-602-8310grantthornton.comLinkedIn5001-10000 employeesaccounting
Plans on this EIN
3 filings
#001401k-$1.69B - 12,383 part#004CashBalance-$528.1M - 17,013 part#509Mixed-$8.6M - 8,821 lives

Retirement portfolio analytics

2 plans aggregated / $2.21B assets / 29,396 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • LLC 401(K) Savings (#001)76%
  • EMPLOYEES' RETIREMENT PLAN (#004)24%
Total $2.21BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • CHARLES SCHWAB & CO., INC.76%
  • (Not disclosed)24%
Total $2.21BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#004)17,013
  • LLC 401(K) Savings (#001)12,383
Total 29,396Click row to drill in

Benefits portfolio analytics

1 plan / $8.6M premiums / 8,821 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Long-term disability$2.5M
  • Health$2.4M
  • Prescription drug$2.4M
  • Life$2.2M
  • Vision$1.2M
  • +1 more
Total $8.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
27%top
  • METROPOLITAN LIFE INSURANCE COMPANY27%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY11%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • +3 more
Total $8.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • GBS INS AND FINANCIAL SERVICES INC45%
  • MERCER HEALTH AND BENEFITS, LLC34%
  • GALLAGHER BENEFIT SERVICES, INC.14%
  • THE LEADERS GROUP INC7%
  • PETER H HOOPIS0%
  • +3 more
Total $662K8 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

GRANT THORNTON ADVISORS LLC 401(K) SAVINGS PLAN

401k

Assets$1.69B
Participants12,383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

GRANT THORNTON ADVISORS LLC EMPLOYEES' RETIREMENT PLAN

CashBalance

Assets$528.1M
Participants17,013
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

GRANT THORNTON ADVISORS LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$8.6M
Covered lives8,821
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GRANT THORNTON ADVISORS LLC 401(K) SAVINGS PLAN401k$1.69B12,3832024
004GRANT THORNTON ADVISORS LLC EMPLOYEES' RETIREMENT PLANCashBalance$528.1M17,0132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509GRANT THORNTON ADVISORS LLC HEALTH AND WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$8.6M8,8212024
Retirement plans
Welfare plans
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