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  2. ASSUREDPARTNERS, INC.
Sponsor portfolio

ASSUREDPARTNERS, INC.

EIN 27-5176829-insurance-Latest filing 2024
Plans
2
Retirement
1
$1.06B assets
Welfare
1
$24.8M premiums
Participants
21,259
450 S. ORANGE AVENUE 4TH FLOOR - ORLANDO, FL 32801407-708-1210LinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001401k-$1.06B - 11,273 part#501Fully Insured-$24.8M - 9,685 lives

Benefits portfolio analytics

1 plan / $24.8M premiums / 9,685 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$9.6M
  • Health$8.1M
  • Dental$6.1M
  • Life$5.1M
  • Short-term disability$2.7M
  • Long-term disability$2.7M
  • +1 more
Total $24.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
33%top
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • DELTA DENTAL OF CALIFORNIA25%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY20%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • RELIASTAR LIFE INSURANCE COMPANY7%
  • +1 more
Total $24.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • AP BENEFIT ADVISORS, LLC84%
  • ASSUREDPARTNERS16%
Total $810K2 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

ASSUREDPARTNERS 401(K) PLAN

401k

Assets$1.06B
Participants11,273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASSUREDPARTNERS WELFARE BENEFIT PLAN

Fully Insured - DELTA DENTAL OF KENTUCKY

Premiums$24.8M
Covered lives9,685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSUREDPARTNERS 401(K) PLAN401k$1.06B11,2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASSUREDPARTNERS WELFARE BENEFIT PLANFully InsuredDELTA DENTAL OF KENTUCKY$24.8M9,6852024
Retirement plans
Welfare plans
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