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Sponsor portfolio

AFFILIATED INDEPENDENT DISTRIBUTORS, INC.

EIN 23-2182931-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$36.0M assets
Welfare
1
$3.5M premiums
Participants
436
500 EAST SWEDESFORD ROAD, SUITE 200 - WAYNE, PA 19087610-977-3180LinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#002401k-$36.0M - 238 part#501Fully Insured-$3.5M - 380 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • Other$220K
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • AETNA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $35K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AFFILIATED INDEPENDENT DISTRIBUTORS, INC. 401(K) RETIREMENT PLAN AND TRUST

401k

Assets$36.0M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AFFILIATED INDEPENDENT DISTRIBUTORS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.5M
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AFFILIATED INDEPENDENT DISTRIBUTORS, INC. 401(K) RETIREMENT PLAN AND TRUST401k$36.0M2382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFFILIATED INDEPENDENT DISTRIBUTORS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.5M3802025
Retirement plans
Welfare plans
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