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Sponsor portfolioWelfare / HealthEIN 56-2409465

ALVAREZ & MARSAL HOLDINGS, LLC

600 MADISON AVENUE · NEW YORK, NY 10022
2123288737
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$4.0M
No prior year
Persons covered
5,934
No prior year
Total participants
3,650
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.0M
ALVAREZ & MARSAL HOLDINGS, LLC EMPLOYEE BENEFIT PLAN
Fully insured5,934 covered·8 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$2.7M32.1%
Other$2.5M30.3%
Life$2.0M23.4%
Vision$394K4.7%
Short-term disability$322K3.8%
Health$243K2.9%
Dental$243K2.9%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$2.3M57.2%135,398
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$627K15.7%1652
AETNA LIFE INSURANCE COMPANY
EIN 066033492
V
$394K9.9%115,934
EXCEPTIONAL RISK ADVISORS
EIN 203803990
Oth
$335K8.4%1130
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDOth
$243K6.1%1125
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTD
$106K2.7%1167
DELAWARE AMERICAN LIFE INSURANCE COMPANY
EIN 510104167
LOth
$4K0.1%1125

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RANDALL WARREN PECKBOCA RATON, FLPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$105K$23K$128K45.2%1
AON CONSULTING INCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, EXCEPTIONAL RISK ADVISORS$59K$339$59K20.8%1
PECK FINANCIAL SERVICES INCBOCA RATON, FLPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$0$52K$52K18.2%1
M FINANCIAL HOLDINGS INCPORTLAND, ORPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$0$20K$20K7.0%1
ROBERT MILLERNEW YORK, NYDELAWARE AMERICAN LIFE INSURANCE OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY$20K$0$20K7.0%1
ROBERT H PETROCELLISUNRISE, FLMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$4K$0$4K1.5%1
BRENDAN C NAUGHTONHOLYOKE, MAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$263$236$4990.2%1
PETER S NOVAKFERNANDINA BEACH, FLMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$328$0$3280.1%1
BRAD SOMMAMELVILLE, NYMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$31$0$310.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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