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  2. ADVANTAGE SALES & MARKETING, LLC
Sponsor portfolio

ADVANTAGE SALES & MARKETING, LLC

EIN 33-0777131-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$764.6M assets
Welfare
1
$24.2M premiums
Participants
53,453
8001 FORSYTH BOULEVARD SUITE 1025 - CLAYTON, MO 63105888-900-4276
Plans on this EIN
2 filings
#001401k-$764.6M - 38,285 part#501Fully Insured-$24.2M - 15,168 lives

Benefits portfolio analytics

1 plan / $24.2M premiums / 15,168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.5M
  • Prescription drug$9.5M
  • Dental$5.9M
  • Short-term disability$3.7M
  • Life$2.2M
  • Vision$1.5M
  • +2 more
Total $24.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • KAISER FOUNDATION HEALTH PLAN INC36%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA29%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY24%
  • VISION SERVICE PLAN6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • +3 more
Total $24.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MERCER HEALTH AND BENEFITS, LLC75%
  • EMPOWER BENEFITS INC25%
Total $808K2 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 - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$24.2M
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 InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$24.2M15,1682024
Retirement plans
Welfare plans
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