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Sponsor portfolioWelfare / HealthEIN 87-2737547

ALTI GLOBAL HOLDINGS, LLC

22 VANDERBILT AVE. · NEW YORK, NY 10017
2123965907
Plans filed
1
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$893K
No prior year
Persons covered
248
No prior year
Total participants
241
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$893K
ALTI GLOBAL HOLDINGS, LLC HEALTH & WELFARE PLAN
Fully insured248 covered·4 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$491K32.9%
Life$300K20.1%
Long-term disability$300K20.1%
Other$300K20.1%
Health$61K4.1%
Vision$41K2.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$491K55.0%11241
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$300K33.6%11248
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$61K6.9%115
SHELTERPOINT LIFE INSURANCE COMPANY
EIN 112284118
V
$41K4.6%11239

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYFIRST UNUM LIFE INSURANCE COMPANY, SHELTERPOINT LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$52K$20K$71K76.3%1
GCG FINANCIAL LLCNEW YORK, NYFIRST UNUM LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC$17K$5K$22K23.7%1

History & trajectory

3 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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