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Sponsor portfolio

STORE CAPITAL ADVISORS, LLC

EIN 27-4638734-Latest filing 2025
Plans
4
Retirement
1
$15.3M assets
Welfare
3
$1.4M premiums
Participants
698
8377 EAST HARTFORD DRIVE, SUITE 100 - SCOTTSDALE, AZ 85255480-428-7090
Plans on this EIN
4 filings
#001401k-$15.3M - 166 part#501Fully Insured-$1.2M - 207 lives#503Mixed-$110K - 150 lives#502Fully Insured-$84K - 204 lives

Benefits portfolio analytics

3 plans / $1.4M premiums / 561 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Life$110K
  • Short-term disability$110K
  • Long-term disability$110K
  • Other$110K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE1%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ASSUREDPARTNERS99%
  • AP BENEFIT ADVISORS, LLC1%
Total $79K2 slices

Plan deep-dives

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

STORE CAPITAL ADVISORS, LLC 401(K) PLAN

401k

Assets$15.3M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STORE CAPITAL ADVISORS MEDICAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.2M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

STORE CAPITAL ADVISORS LIFE AND DISABILITY PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$110K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

STORE CAPITAL ADVISORS DENTAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$84K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STORE CAPITAL ADVISORS, LLC 401(K) PLAN401k$15.3M1662024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STORE CAPITAL ADVISORS MEDICAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.2M2072025
503STORE CAPITAL ADVISORS LIFE AND DISABILITY PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$110K1502025
502STORE CAPITAL ADVISORS DENTAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$84K2042025
Retirement plans
Welfare plans
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