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  2. AV3, INC.
Sponsor portfolio

AV3, INC.

EIN 20-5994895-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.2M premiums
Participants
269
37670 MOHAWK DRIVE UNIT 3 - CHARLOTTE HALL, MD 20622301-290-1020av3inc.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$8.5M - 153 part#501Fully Insured-$1.2M - 165 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$80K
  • Vision$80K
  • Short-term disability$28K
  • Life$27K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MERCER HEALTH AND BENEFITS, LLC88%
  • MARSH & MCLENNAN AGENCY LLC10%
  • ALTERITY BROKER SOLUTIONS1%
  • JAMES R NELLIGAN & ASSOCIATES LLC1%
  • TOTALIS BENEFITS1%
  • +2 more
Total $286K7 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

AV3, INC. 401(K) & PROFIT SHARING TRUST

401k

Assets$8.5M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AV3, INC. WRAP BENEFIT PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$1.2M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AV3, INC. 401(K) & PROFIT SHARING TRUST401k$8.5M1532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AV3, INC. WRAP BENEFIT PLANFully InsuredCAREFIRST OF MARYLAND, INC.$1.2M1652025
Retirement plans
Welfare plans
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