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Sponsor portfolioWelfare / HealthEIN 95-2770395

HOULIHAN LOKEY, INC.

10250 CONSTELLATION BOULEVARD · LOS ANGELES, CA 90067
3105538871
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
2,793
No prior year
Total participants
1,715
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.0M
HOULIHAN LOKEY WELFARE BENEFIT PLAN
Mixed2,793 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$0
HOULIHAN LOKEY BTA PLAN
Fully insured100 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.0M39.0%
Life$817K30.5%
Long-term disability$817K30.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LLTDOth
$840K80.4%121,715
JANUS ASSOCIATES, INC. DBA BHS
EIN 521306404
Oth
$109K10.4%112,793
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$96K9.2%11357
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
$00.0%111,715

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EXECUTIVE FINANCIAL BENE-FACTS INCLOS ANGELES, CAMETROPOLITAN LIFE INSURANCE COMPANY$30K$6K$36K59.8%1
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILUNUM INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$22K$2K$24K40.2%1

History & trajectory

11 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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