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Sponsor portfolio

AADVANTAGE, INC.

EIN 25-1642318-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$402K premiums
Participants
1,151
111 W PIKE STREET, P.O. BOX 521 - CANONSBURG, PA 15317724-745-3010aadvantageinc.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#004401k-$10.2M - 644 part#501Mixed-$402K - 507 lives

Benefits portfolio analytics

1 plan / $402K premiums / 507 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$307K
  • Short-term disability$307K
  • Long-term disability$307K
  • Other$307K
  • Dental$95K
  • Vision$95K
Total $402K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY11%
Total $402K3 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • ARCHON LLC41%
  • ASSUREDPARTNERS36%
  • PROFESSIONAL GROUP PLANS INC9%
  • ACRISURE LLC7%
  • BRIAN STRENKO5%
  • +2 more
Total $54K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

AADVANTAGE INC. 401(K) PLAN

401k

Assets$10.2M
Participants644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AADVANTAGE INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$402K
Covered lives507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004AADVANTAGE INC. 401(K) PLAN401k$10.2M6442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AADVANTAGE INC. HEALTH AND WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$402K5072025
Retirement plans
Welfare plans
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