Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$466K
- Life$371K
- Short-term disability$371K
- Long-term disability$371K
- Health$225K
- Prescription drug$225K
- +1 more
Sponsor portfolio
YAM MANAGEMENT, LLC
EIN 27-2494772Latest filing 2025
Plans
2
Retirement
1
$58.7M assets
Welfare
1
$775K premiums
Participants
2,098
15475 NORTH 84TH STREET - SCOTTSDALE, AZ 85260480-696-4822
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $775K premiums / 1,277 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA48%
- HAWAII MEDICAL SERVICE ASSOCIATION29%
- EYEMED VISION CARE11%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
- TELADOC4%
Broker market share
Schedule A broker compensation
51%top
- LOVITT AND TOUCHE, INC.51%
- MARSH & MCLENNAN AGENCY LLC24%
- THE NIA GROUP22%
- UNKNOWN2%
- USI INSURANCE SERVICES LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
YAM MANAGEMENT 401(K) PLAN
401k
Assets$58.7M
Participants1,322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
YAM MANAGEMENT, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$775K
Covered lives1,277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YAM MANAGEMENT 401(K) PLAN | 401k | $58.7M | 1,322 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | YAM MANAGEMENT, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $775K | 1,277 | 2025 |
Retirement plans
Welfare plans