PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AZELIS AMERICAS, LLC
Sponsor portfolio

AZELIS AMERICAS, LLC

EIN 04-3451988-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$106.5M assets
Welfare
1
$2.2M premiums
Participants
1,413
100 LEOMINSTER ROAD - STERLING, MA 01564203-399-0186
Plans on this EIN
2 filings
#001401k-$106.5M - 777 part#501Fully Insured-$2.2M - 610 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 610 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$964K
  • Vision$964K
  • Life$964K
  • Short-term disability$964K
  • Long-term disability$964K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA44%
  • QBE INSURANCE41%
  • KAISER FOUNDATION HEALTH PLAN INC15%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MARSH & MCLENNAN AGENCY LLC64%
  • 0009K72630%
  • WATCHTOWER BENEFITS, LLC6%
Total $129K3 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

AZELIS AMERICAS, LLC 401(K) RETIREMENT PLAN

401k

Assets$106.5M
Participants777
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AZELIS AMERICAS EMPLOYEE BENEFITS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.2M
Covered lives610
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AZELIS AMERICAS, LLC 401(K) RETIREMENT PLAN401k$106.5M7772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AZELIS AMERICAS EMPLOYEE BENEFITS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.2M6102025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica