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  2. AMTRUST NORTH AMERICA INC.
Sponsor portfolio

AMTRUST NORTH AMERICA INC.

EIN 04-3106389-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$458.1M assets
Welfare
1
$5.8M premiums
Participants
10,639
59 MAIDEN LANE 6TH FLOOR - NEW YORK, NY 100384653212-220-7120
Plans on this EIN
2 filings
#001401k-$458.1M - 6,089 part#501Fully Insured-$5.8M - 5,131 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 5,131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$2.5M
  • Health$1.1M
  • Long-term disability$712K
  • Vision$434K
  • Short-term disability$185K
  • +1 more
Total $5.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • VISION SERVICE PLAN7%
  • TRANSAMERICA LIFE INSURANCE COMPANY4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • +3 more
Total $5.8M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $95K1 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

AMTRUST RETIREMENT PLAN

401k

Assets$458.1M
Participants6,089
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMTRUST HEALTH AND WELFARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$5.8M
Covered lives5,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMTRUST RETIREMENT PLAN401k$458.1M6,0892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMTRUST HEALTH AND WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$5.8M5,1312024
Retirement plans
Welfare plans
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