PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE ADVOCACY ALLIANCE
Sponsor portfolioTH

THE ADVOCACY ALLIANCE

EIN 24-0829843-mental health care-Latest filing 2025
Plans
3
Retirement
1
$6.7M assets
Welfare
2
$793K premiums
Participants
381
846 JEFFERSON AVE - SCRANTON, PA 185101032570-342-7762theadvocacyalliance.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
3 filings
#001403b-$6.7M - 176 part#502Self Funded-$611K - 100 lives#501Fully Insured-$183K - 192 lives

Benefits portfolio analytics

2 plans / $793K premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$611K
  • Dental$174K
  • Life$174K
  • Short-term disability$174K
  • Other$174K
  • Vision$9K
Total $793K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • HM LIFE INSURANCE COMPANY77%
  • PRINCIPAL LIFE INSURANCE COMPANY22%
  • BLUE CROSS OF CALIFORNIA1%
Total $793K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • KISTLER TIFFANY BENEFITS83%
  • ENROLLEASE16%
  • JOSEPH P CALARCO1%
Total $48K3 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

THE ADVOCACY ALLIANCE RETIREMENT PLAN

403b

Assets$6.7M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE ADVOCACY ALLIANCE GROUP MEDICAL PLAN (502)

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$611K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE ADVOCACY ALLIANCE WELFARE BENEFIT PLAN (501)

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$183K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ADVOCACY ALLIANCE RETIREMENT PLAN403b$6.7M1762025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE ADVOCACY ALLIANCE GROUP MEDICAL PLAN (502)Self FundedHM LIFE INSURANCE COMPANY$611K1002025
501THE ADVOCACY ALLIANCE WELFARE BENEFIT PLAN (501)Fully InsuredPRINCIPAL LIFE INSURANCE COMPANY$183K1922025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica