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  2. AMTRUST FINANCIAL SERVICES, INC.
Sponsor portfolio

AMTRUST FINANCIAL SERVICES, INC.

EIN 04-3106389-Latest filing 2025
Plans
2
Retirement
1
$458.1M assets
Welfare
1
$6.0M premiums
Participants
10,805
800 SUPERIOR AVENUE EAST, 20TH FLOOR - CLEVELAND, OH 44114216-328-6285
Plans on this EIN
2 filings
#001401k-$458.1M - 6,089 part#501Fully Insured-$6.0M - 4,716 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 4,716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$2.4M
  • Health$1.3M
  • Long-term disability$677K
  • Vision$453K
  • Dental$179K
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA61%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • VISION SERVICE PLAN8%
  • TRANSAMERICA LIFE INSURANCE COMPANY4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • +3 more
Total $6.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
Total $93K2 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

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$6.0M
Covered lives4,716
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$6.0M4,7162025
Retirement plans
Welfare plans
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