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Sponsor portfolio

AVERY PARTNERS INC

EIN 11-3722364-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$916K premiums
Participants
347
3820 MANSELL ROAD ST 290 - ALPHARETTA, GA 30022770-642-6100averypartners.comLinkedIn51-200 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$2.1M - 255 part#501Fully Insured-$916K - 216 lives

Benefits portfolio analytics

1 plan / $916K premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$719K
  • Prescription drug$719K
  • Dental$197K
  • Vision$197K
  • Life$197K
  • Short-term disability$197K
  • +2 more
Total $916K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
Total $916K2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • USI INSURANCE SERVICES LLC65%
  • BRETT A VIRGIN18%
  • GIS BENEFITS INC17%
Total $80K3 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

AVERY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.1M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVERY PARTNERS, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$916K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVERY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST401k$2.1M2552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVERY PARTNERS, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$916K2162025
Retirement plans
Welfare plans
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