Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Vision$1.9M
- Life$57K
- Short-term disability$44K
- Long-term disability$19K
Filings through .
Avalon Risk Management Insurance Agency LLC
EIN 20-1572094insuranceLatest filing 2025
Plans
2
Retirement
1
$22.0M assets
Health & Benefits
1
$2.0M premiums
Participants
337
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.0M premiums / 212 covered lives
See carrier market share with Pro.
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
AVALON RISK MANAGEMENT 401(K) PLAN
401(k)
Assets$22.0M
Participants193
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
AVALON RISK MANAGEMENT INSURANCE AGENCY LLC WELFARE BENEFIT PLAN
Fully insured - AETNA LIFE INSURANCE CO
Premiums$2.0M
Covered lives212
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AVALON RISK MANAGEMENT 401(K) PLAN | 401(k) | $22.0M | 193 | 2025 |
- #001 · 401(k) · 2025193
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AVALON RISK MANAGEMENT INSURANCE AGENCY LLC WELFARE BENEFIT PLAN | Fully insured | AETNA LIFE INSURANCE CO | $2.0M | 212 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE CO · 2025212
Retirement plans
Health & Benefits plans