Form 5500 · Employee benefit plan · NEW YORK, NY
ALTI GLOBAL HOLDINGS, LLC
Public Form 5500 records show how ALTI GLOBAL HOLDINGS, LLC (NEW YORK, NY) structures its employee benefits. Its broker of record is PROFESSIONAL GROUP PLANS, INC.. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-2737547 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 241 | December | $44,679 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 248 | December | $13,765 |
| SHELTERPOINT LIFE INSURANCE COMPANY | Vision | 239 | December | $6,909 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 5 | December | $3,021 |
Questions
Who is ALTI GLOBAL HOLDINGS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ALTI GLOBAL HOLDINGS, LLC's broker of record is PROFESSIONAL GROUP PLANS, INC..
What insurance carrier does ALTI GLOBAL HOLDINGS, LLC use?
ALTI GLOBAL HOLDINGS, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does ALTI GLOBAL HOLDINGS, LLC's group plan renew?
The most recent Schedule A policy period for ALTI GLOBAL HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALTI GLOBAL HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.