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Sponsor portfolio

AMERIT FLEET SOLUTIONS

EIN 27-1655394-automotive-Latest filing 2024
Plans
2
Retirement
1
$36.8M assets
Welfare
1
$6.3M premiums
Participants
7,264
1333 N. CALIFORNIA BLVD SUITE 345 - WALNUT CREEK, CA 94596925-444-2896ameritfleetsolutions.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$36.8M - 5,102 part#501Fully Insured-$6.3M - 4,020 lives

Benefits portfolio analytics

1 plan / $6.3M premiums / 4,020 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$1.2M
  • Short-term disability$859K
  • Long-term disability$859K
  • Life$426K
  • Other$426K
  • +1 more
Total $6.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • KAISER FOUNDATION HEALTH PLAN INC58%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
Total $6.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $310K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMERIT FLEET SOLUTIONS 401K PLAN

401k

Assets$36.8M
Participants5,102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERIT FLEET SOLUTIONS WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$6.3M
Covered lives4,020
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERIT FLEET SOLUTIONS 401K PLAN401k$36.8M5,1022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERIT FLEET SOLUTIONS WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$6.3M4,0202024
Retirement plans
Welfare plans
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