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Sponsor portfolio

AVALERE HEALTH US INC.

EIN 03-0452360-Latest filing 2025
Plans
2
Retirement
1
$96.7M assets
Welfare
1
$1.4M premiums
Participants
1,834
1201 NEW YORK AVENUE NW, SUITE 1000 - WASHINGTON, DC 20005484-434-2800
Plans on this EIN
2 filings
#001401k-$96.7M - 1,184 part#505Mixed-$1.4M - 803 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 803 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$830K
  • Life$666K
  • Short-term disability$666K
  • Long-term disability$666K
  • Dental$537K
  • Vision$537K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY49%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • MAGELLAN HEALTHCARE3%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $118K1 slice

Plan deep-dives

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

FISHAWACK GROUP 401(K) PLAN

401k

Assets$96.7M
Participants1,184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

AVALERE HEALTH US INC. HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives803
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FISHAWACK GROUP 401(K) PLAN401k$96.7M1,1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505AVALERE HEALTH US INC. HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.4M8032025
Retirement plans
Welfare plans
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