PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AVID PALLET SERVICES, LLC
Sponsor portfolio

AVID PALLET SERVICES, LLC

EIN 26-1354409-facilities services-Latest filing 2025
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$1.4M premiums
Participants
227
1416 CRANSTON ROAD - BELOIT, WI 53511608-362-8050avidpallet.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filings
#002401k-$1.3M - 127 part#502Fully Insured-$1.4M - 140 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$61K
  • Life$54K
  • Short-term disability$54K
  • Long-term disability$54K
  • Other$54K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DELTA DENTAL OF CALIFORNIA4%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HAUSMANN GROUP INC100%
Total $41K1 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

AVID PALLET SERVICES, LLC 401(K) PLAN

401k

Assets$1.3M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AVID PALLET SERVICES, LLC WRAP PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF WISCONSIN

Premiums$1.4M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AVID PALLET SERVICES, LLC 401(K) PLAN401k$1.3M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AVID PALLET SERVICES, LLC WRAP PLANFully InsuredBLUE CROSS & BLUE SHIELD OF WISCONSIN$1.4M1402025
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