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Sponsor portfolio

IA AMERICAN WARRANTY, LP

EIN 20-0320671-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$49.2M assets
Welfare
1
$12.1M premiums
Participants
1,426
8201 N FM 620 SUITE 100 - AUSTIN, TX 78726512-421-8974
Plans on this EIN
2 filings
#001401k-$49.2M - 738 part#501Fully Insured-$12.1M - 1,575 lives

Benefits portfolio analytics

1 plan / $12.1M premiums / 1,575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.2M
  • Prescription drug$10.2M
  • Other$2.0M
  • Dental$1.9M
  • Vision$1.9M
  • Life$1.9M
  • +2 more
Total $12.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $12.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • JUDY A JOHNSTON1%
  • ANGELA ROMERO INSURANCE AGENCY, INC0%
  • ALMA COON0%
Total $433K4 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

IA AMERICAN WARRANTY, LP 401(K) PLAN

401k

Assets$49.2M
Participants738
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IA AMERICAN FINANCIAL HOLDINGS, INC. GROUP INSURANCE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$12.1M
Covered lives1,575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IA AMERICAN WARRANTY, LP 401(K) PLAN401k$49.2M7382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IA AMERICAN FINANCIAL HOLDINGS, INC. GROUP INSURANCE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$12.1M1,5752024
Retirement plans
Welfare plans
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