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Sponsor portfolio

ASSOCIATIONS INTERNATIONAL, LLC

EIN 27-4849171-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$2.2M premiums
Participants
382
2365 HARRODSBURG RD, SUITE A325 - LEXINGTON, KY 40504859-226-4221associationsinternational.comLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$13.2M - 201 part#510Fully Insured-$2.2M - 384 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 384 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Vision$1.9M
  • Dental$132K
  • Other$53K
  • Short-term disability$36K
  • Long-term disability$33K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • ASSUREDPARTNERS44%
  • MARSH & MCLENNAN AGENCY LLC37%
  • HUB INTERNATIONAL MIDWEST LIMITED19%
  • TED BENNETT0%
  • ENERGY INSURANCE AGENCY INC0%
  • +3 more
Total $69K8 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

ASSOCIATIONS INTERNATIONAL, LLC. 401(K) PLAN

401k

Assets$13.2M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ASSOCIATIONS INTERNATIONAL, LLC WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$2.2M
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSOCIATIONS INTERNATIONAL, LLC. 401(K) PLAN401k$13.2M2012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ASSOCIATIONS INTERNATIONAL, LLC WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$2.2M3842025
Retirement plans
Welfare plans
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