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Sponsor portfolio

ANALYTIC PARTNERS, LP

EIN 13-4177380-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$28.7M assets
Welfare
1
$3.2M premiums
Participants
645
1441 BRICKELL AVENUE, SUITE 1220 - MIAMI, FL 33131212-599-7630analyticpartners.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filings
#002401k-$28.7M - 436 part#501Fully Insured-$3.2M - 490 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 490 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Other$374K
  • Dental$361K
  • Vision$361K
  • Life$361K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MARSH & MCLENNAN AGENCY LLC66%
  • CENTERSTONE INSURANCE AND FINANCIAL26%
  • GIS BENEFITS INC4%
  • MARK S METTILLE4%
Total $228K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ANALYTIC PARTNERS, INC. 401(K) PLAN

401k

Assets$28.7M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANALYTIC PARTNERS, LP HEALTH & WELFARE BENEFIT PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$3.2M
Covered lives490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ANALYTIC PARTNERS, INC. 401(K) PLAN401k$28.7M4362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANALYTIC PARTNERS, LP HEALTH & WELFARE BENEFIT PLANFully InsuredANTHEM BLUE CROSS$3.2M4902025
Retirement plans
Welfare plans
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