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Sponsor portfolio

ASSUREDPARTNERS, INC.

EIN 27-5176829-insurance-Latest filing 2025
Plans
2
Retirement
1
$1.06B assets
Welfare
1
$25.7M premiums
Participants
11,273
450 S ORANGE AVENUE, 4TH FLOOR - ORLANDO, FL 32801407-708-0035LinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001401k-$1.06B - 11,273 part#501Mixed-$25.7M - 9,484 lives

Benefits portfolio analytics

1 plan / $25.7M premiums / 9,484 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.3M
  • Other$7.6M
  • Dental$6.4M
  • Life$5.2M
  • Long-term disability$2.3M
  • Vision$1.1M
Total $25.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
32%top
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY32%
  • DELTA DENTAL OF CALIFORNIA25%
  • RELIASTAR LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN4%
Total $25.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $751K1 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

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

Mixed - DELTA DENTAL OF KENTUCKY

Premiums$25.7M
Covered lives9,484
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 PLANMixedDELTA DENTAL OF KENTUCKY$25.7M9,4842025
Retirement plans
Welfare plans
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