Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$21.9M
- Dental$21.7M
- Vision$21.7M
- Other$1.5M
- Life$506K
- Long-term disability$329K
Sponsor portfolio
AVISON YOUNG (USA) INC
EIN 26-4204707real estateLatest filing 2025
Plans
2
Retirement
1
$136.7M assets
Welfare
1
$23.7M premiums
Participants
3,105
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $23.7M premiums / 2,068 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- AETNA LIFE INSURANCE COMPANY91%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- JANUS ASSOCIATES, INC. DBA BHS3%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
85%top
- MARSH & MCLENNAN AGENCY LLC85%
- FMLASOURCE INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVISON YOUNG (US) 401(K) PLAN
401k
Assets$136.7M
Participants1,868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVISON YOUNG (USA) WELFARE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$23.7M
Covered lives2,068
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVISON YOUNG (US) 401(K) PLAN | 401k | $136.7M | 1,868 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AVISON YOUNG (USA) WELFARE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $23.7M | 2,068 | 2025 |
Retirement plans
Welfare plans