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Sponsor portfolio

AMBLING PROPERTY INVESTMENTS

EIN 20-1317231-real estate-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$212K premiums
Participants
306
348 ENTERPRISE DR - VALDOSTA, GA 31601229-219-8028LinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$5.4M - 161 part#501Fully Insured-$212K - 145 lives

Benefits portfolio analytics

1 plan / $212K premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$202K
  • Dental$184K
  • Vision$184K
  • Life$184K
  • Short-term disability$184K
  • Long-term disability$184K
  • +1 more
Total $212K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $212K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • BIA BENEFITS CONSULTING LLC77%
  • THE CASON GROUP INC21%
  • PEACHTREE PLANNING OF GEORGIA1%
  • WINGATE INSURANCE GROUP, INC.0%
Total $44K4 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

AMBLING PROPERTY INVESTMENTS, LLC RETIREMENT SAVINGS PLAN

401k

Assets$5.4M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMBLING PROPERTY INVESTMENTS HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$212K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMBLING PROPERTY INVESTMENTS, LLC RETIREMENT SAVINGS PLAN401k$5.4M1612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMBLING PROPERTY INVESTMENTS HEALTH AND WELFARE BENEFITS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$212K1452025
Retirement plans
Welfare plans
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