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  2. AVESTA HOUSING DEVELOPMENT CORP.
Sponsor portfolio

AVESTA HOUSING DEVELOPMENT CORP.

EIN 01-0315296-individual & family services-Latest filing 2024
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$2.5M premiums
Participants
557
307 CUMBERLAND AVE - PORTLAND, ME 04101207-245-3368LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$12.0M - 312 part#501Fully Insured-$2.5M - 240 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Life$161K
  • Short-term disability$161K
  • Long-term disability$161K
  • Other$161K
  • Vision$151K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HARVARD PILGRIM HEALTH CARE88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • AMERITAS LIFE INSURANCE CORP.6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • CLARK INSURANCE1%
Total $86K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AVESTA HOUSING DEVELOPMENT CORP. 401(K) PLAN

401k

Assets$12.0M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVESTA HOUSING DEVELOPMENT CORP. EMPLOYEE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.5M
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVESTA HOUSING DEVELOPMENT CORP. 401(K) PLAN401k$12.0M3122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVESTA HOUSING DEVELOPMENT CORP. EMPLOYEE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE$2.5M2402024
Retirement plans
Welfare plans
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