Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Dental$4.0M
- Vision$4.0M
- Prescription drug$4.0M
- Life$274K
- Short-term disability$274K
- +2 more
Sponsor portfolio
ADVISORS ASSET MANAGEMENT, INC.
EIN 20-0532180financial servicesLatest filing 2025
Plans
2
Retirement
1
$69.0M assets
Welfare
1
$4.3M premiums
Participants
586
18925 BASE CAMP RD, SUITE 203 - MONUMENT, CO 80132866-519-1179aamlive.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 331 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVISORS ASSET MANAGEMENT, INC. 401K PLAN
401k
Assets$69.0M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
ADVISORS ASSET MANAGEMENT HEALTH PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.3M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVISORS ASSET MANAGEMENT, INC. 401K PLAN | 401k | $69.0M | 329 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | ADVISORS ASSET MANAGEMENT HEALTH PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.3M | 331 | 2025 |
Retirement plans
Welfare plans