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Sponsor portfolio

ADVANTAGE SALES AND MARKETING LLC

EIN 33-0777131-Latest filing 2025
Plans
2
Retirement
1
$764.6M assets
Welfare
1
$22.2M premiums
Participants
53,453
7676 FORSYTH BOULEVARD, FIFTH FLOOR - ST. LOUIS, MO 63105714-797-2900
Plans on this EIN
2 filings
#001401k-$764.6M - 38,285 part#501Fully Insured-$22.2M - 15,168 lives

Benefits portfolio analytics

1 plan / $22.2M premiums / 15,168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.8M
  • Health$8.8M
  • Prescription drug$8.6M
  • Life$7.8M
  • Short-term disability$7.8M
  • Long-term disability$7.8M
  • +2 more
Total $22.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA35%
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY20%
  • VISION SERVICE PLAN6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • +3 more
Total $22.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • AMERICAN BENEFITS CONSULTING LLC57%
  • ALIGHT SOLUTIONS24%
  • MERCER HEALTH AND BENEFITS, LLC13%
  • EMPOWER BENEFITS INC7%
Total $903K4 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

ADVANTAGE 401(K) SAVINGS PLAN

401k

Assets$764.6M
Participants38,285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVANTAGE SALES AND MARKETING HEALTH AND WELFARE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$22.2M
Covered lives15,168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADVANTAGE 401(K) SAVINGS PLAN401k$764.6M38,2852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVANTAGE SALES AND MARKETING HEALTH AND WELFARE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$22.2M15,1682025
Retirement plans
Welfare plans
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