Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Life$61K
- Short-term disability$44K
- Long-term disability$21K
Sponsor portfolio
AVALON RISK MANAGEMENT INSURANCE AGENCY LLC
EIN 20-1572094insuranceLatest filing 2024
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$1.8M premiums
Participants
317
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 216 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVALON RISK MANAGEMENT 401(K) PLAN
401k
Assets$18.7M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVALON RISK MANAGEMENT INSURANCE AGENCY LLC WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO
Premiums$1.8M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVALON RISK MANAGEMENT 401(K) PLAN | 401k | $18.7M | 181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AVALON RISK MANAGEMENT INSURANCE AGENCY LLC WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO | $1.8M | 216 | 2024 |
Retirement plans
Welfare plans