PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ADVANTAGE TESTING, INC.
Sponsor portfolio

ADVANTAGE TESTING, INC.

EIN 13-3361301-education management-Latest filing 2025
Plans
2
Retirement
1
$37.6M assets
Welfare
1
$693K premiums
Participants
473
241 EAST 86TH STREET, SUITE 2A - NEW YORK, NY 10028646-503-5141advantagetesting.comLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001401k-$37.6M - 359 part#501Fully Insured-$693K - 114 lives

Benefits portfolio analytics

1 plan / $693K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$641K
  • Dental$52K
  • Life$52K
  • Other$52K
Total $693K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • AMERITAS LIFE INSURANCE CORP.0%
Total $693K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • BRIO BENEFIT CONSULTING INC66%
  • PROFESSIONAL GROUP PLANS INC19%
  • GCG FINANCIAL LLC13%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • FNA INSURANCE SERVICES INC0%
Total $33K5 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

ADVANTAGE TESTING, INC.401(K) PLAN

401k

Assets$37.6M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVANTAGE TEST INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$693K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADVANTAGE TESTING, INC.401(K) PLAN401k$37.6M3592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVANTAGE TEST INC. EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$693K1142025
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