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Sponsor portfolio

ASSURED INFORMATION SECURITY, INC.

EIN 04-3608903-defense & space-Latest filing 2025
Plans
3
Retirement
1
$54.8M assets
Welfare
2
$3.6M premiums
Participants
767
153 BROOKS RD - ROME, NY 13441315-336-3306ainfosec.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
3 filings
#001401k-$54.8M - 349 part#501Fully Insured-$3.6M - 341 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.6M premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Short-term disability$167K
  • Other$95K
  • Life$93K
  • Long-term disability$37K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HEALTHCARE INSURANCE COMPANY91%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE1%
  • THE STANDARD0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • CROWN RISK MANAGEMENT, LLC86%
  • JAMES R NELLIGAN & ASSOCIATES LLC8%
  • BROWN & BROWN INSURANCE SERVICES6%
Total $184K3 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

ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN

401k

Assets$54.8M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASSURED INFORMATION SECURITY, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ASSURED INFORMATION SECURITY, INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN401k$54.8M3492024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASSURED INFORMATION SECURITY, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$3.6M3412025
502ASSURED INFORMATION SECURITY, INC. SEVERANCE PLANSelf Funded-$002025
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