Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Prescription drug$3.9M
- Dental$2.0M
- Vision$2.0M
- Other$122K
- Life$95K
- +2 more
Sponsor portfolio
AFFINITY DEVELOPMENT GROUP
EIN 33-0900825marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$40.1M assets
Welfare
1
$4.0M premiums
Participants
554
10590 WEST OCEAN AIR DRIVE, SUITE 300 - SAN DIEGO, CA 92130858-777-5174affinitydev.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 438 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- AFLAC1%
Broker market share
Schedule A broker compensation
97%top
- LOCKTON COMPANIES, LLC97%
- CATHERINE GOHL1%
- CK GOHL INSURANCE SOLUTIONS1%
- MJ INSURANCE1%
- AGNES E MORALES0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFINITY DEVELOPMENT GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$40.1M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AFFINITY DEVELOPMENT GROUP WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$4.0M
Covered lives438
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFINITY DEVELOPMENT GROUP 401(K) PROFIT SHARING PLAN | 401k | $40.1M | 311 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AFFINITY DEVELOPMENT GROUP WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $4.0M | 438 | 2025 |
Retirement plans
Welfare plans