Form 5500 · Employee benefit plan · NEW YORK, NY
ALVAREZ & MARSAL HOLDINGS, LLC
The filing calls this plan ALVAREZ & MARSAL HOLDINGS, LLC EMPLOYEE BENEFIT PLAN.
ALVAREZ & MARSAL HOLDINGS, LLC of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is AON CONSULTING. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-2409465 · plan 501 · plan year 2024, filed Oct 9, 2025
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3,536 other employer plans in New York have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: CIGNA HEALTH AND LIFE INSURANCE COMPANY covers 25 of 4,083 participants (0.6%) on Schedule A.
Dental: CIGNA HEALTH AND LIFE INSURANCE COMPANY covers 25 of 4,083 participants (0.6%) on Schedule A.
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 14 insured contracts covering health, dental, vision, life and disability; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 5,398 people.
Reported premium across the insured contracts is $3,997,428, with $187,647 in disclosed broker commissions — about 4.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
AON CONSULTING is the broker of record on 4 of the 14 contracts; the rest name a different broker or none.
8 carriers appear on the filing, including METROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, EXCEPTIONAL RISK ADVISORS and PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY. METROPOLITAN LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
3,536 other employer plans in New York are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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