Form 5500 · Employee benefit plan · NEW YORK, NY
ALVAREZ & MARSAL HOLDINGS, LLC
ALVAREZ & MARSAL HOLDINGS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON CONSULTING. Coverage is written through EXCEPTIONAL RISK ADVISORS and 13 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 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EXCEPTIONAL RISK ADVISORS | — | 30 | December | $58,523 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 52 | December | $52,046 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 48 | December | $31,849 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 25 | December | $19,428 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 5 | December | $7,278 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | Disability | 9 | December | $5,706 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Disability | 67 | December | $4,780 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 9 | December | $4,329 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 3 | December | $3,378 |
| DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | Life | 25 | December | $330 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 5,398 | December | $0 |
| AETNA LIFE INSURANCE CO. | Vision | 5,934 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 910 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 910 | December | $0 |
Questions
Who is ALVAREZ & MARSAL HOLDINGS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ALVAREZ & MARSAL HOLDINGS, LLC's broker of record is AON CONSULTING.
What insurance carrier does ALVAREZ & MARSAL HOLDINGS, LLC use?
ALVAREZ & MARSAL HOLDINGS, LLC's benefit plan is written through EXCEPTIONAL RISK ADVISORS, among 14 disclosed carriers.
When does ALVAREZ & MARSAL HOLDINGS, LLC's group plan renew?
The most recent Schedule A policy period for ALVAREZ & MARSAL 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 ALVAREZ & MARSAL HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.