Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMBASSADOR ENTERPRISES, LLC
EIN 33-2234192investment managementLatest filing 2025
Plans
6
Retirement
5
$29.5M assets
Welfare
1
$2.4M premiums
Participants
2,337
11020 DIEBOLD ROAD - FORT WAYNE, IN 46845ambassador-enterprises.comLinkedIn11-50 employeesinvestment management
Retirement portfolio analytics
5 plans aggregated / $29.5M assets / 738 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 1,599 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.4M
- Other$2.4M
- Short-term disability$2.4M
- Long-term disability$2.2M
Carrier market share
Premium dollars by Schedule A carrier
83%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY83%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- PRINCIPAL LIFE INSURANCE COMPANY4%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
76%top
- HYLANT GROUP INC76%
- AARON VANPELT INC12%
- WMC SERVICE CORPORATION3%
- R & R INSURANCE SERVICES INC3%
- BILLY KIRKHAM2%
- +3 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
AE 401(K) PLAN 6% & 4% 30 DAY
401k
Assets$13.6M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
AE 401(K) PLAN 5% 90 DAY
401k
Assets$11.9M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AE 401(K) PLAN 3% & 2% 30 DAY
401k
Assets$3.1M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
AE 401(K) PLAN 3% 30 DAY
401k
Assets$571K
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AE 401(K) PLAN 3% & 2% 90 DAY
401k
Assets$340K
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
AMBASSADOR ENTERPRISES, LLC HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives1,599
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AE 401(K) PLAN 6% & 4% 30 DAY | 401k | $13.6M | 112 | 2024 | |
| 005 | AE 401(K) PLAN 5% 90 DAY | 401k | $11.9M | 369 | 2024 | |
| 002 | AE 401(K) PLAN 3% & 2% 30 DAY | 401k | $3.1M | 152 | 2024 | |
| 004 | AE 401(K) PLAN 3% 30 DAY | 401k | $571K | 43 | 2024 | |
| 003 | AE 401(K) PLAN 3% & 2% 90 DAY | 401k | $340K | 62 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | AMBASSADOR ENTERPRISES, LLC HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2.4M | 1,599 | 2025 |
Retirement plans
Welfare plans