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Sponsor portfolio

AVG INTERMEDIATE HOLDINGS, LLC

EIN 30-0884480-Latest filing 2025
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$11.1M premiums
Participants
4,510
4301 ANCHOR PLAZA PKWY, STE 350 - TAMPA, FL 33634813-467-9807
Plans on this EIN
2 filings
#001401k-$13.6M - 3,128 part#501Mixed-$11.1M - 2,825 lives

Benefits portfolio analytics

1 plan / $11.1M premiums / 2,825 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.5M
  • Life$739K
  • Long-term disability$739K
  • Other$739K
  • Dental$700K
  • Vision$120K
Total $11.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • HARTFORD LIFE AND ACCIDENT7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
Total $11.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $482K1 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

AVG 401K PLAN

401k

Assets$13.6M
Participants3,128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVG INTERMEDIATE HOLDINGS, LLC AVG INTERMEDIATE HOLDINGS, HEALTH & WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$11.1M
Covered lives2,825
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVG 401K PLAN401k$13.6M3,1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVG INTERMEDIATE HOLDINGS, LLC AVG INTERMEDIATE HOLDINGS, HEALTH & WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$11.1M2,8252025
Retirement plans
Welfare plans
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