Alliancebernstein L.P.
Overview
Alliancebernstein L.P. sponsors a self-funded health plan that covered 2,933 participants in plan year 2025, down 9% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 2,933 · prior year 3,204
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Health and Welfare Plan for Employees of Alliancebernstein, L.P., plan 503 (2,933 participants)
- Broker compensation
- $213K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Aetna Life Insurance Company | Dental | 3,526 | $2.1M | $63K |
| Delta Dental of Tennessee | Dental | 1,220 | $595K | $16K |
| Equitable Financial Life Insurance Company | Life | 2,931 | $505K | $61K |
| Unum Life Insurance Company of America | Long-term disability, Short-term disability | 3,468 | $396K | $37K |
| Vision Service Plan | Vision | 1,903 | $366K | $26K |
| Ace American Insurance Company | Business Travel Accident | 2,698 | $58K | $12K |
| Health and Human Resource Center | Employee Assistance Program | 140 | $2K | $168 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,933 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Alliancebernstein L.P.
- Sponsor EIN
- 13-4064930
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-4064930 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Profit Sharing Plan for Employees of Alliancebernstein L.P.
- Type
- 401(k) plan
- Participants
- 5,839
About this data
Source: Alliancebernstein L.P.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Alliancebernstein L.P..