Sponsor portfolioTH

AMERICAN VETERINARY MEDICAL ASSOCIATION

EIN 36-0731170investment managementLatest filing 2025

Plans

Retirement

$68.3M assets

Welfare

$3.2M premiums

Participants

456

1931 N. MEACHAM ROAD, SUITE 100 - SCHAUMBURG, IL 60173847-925-8070avmf.orgLinkedIn1-10 employeesinvestment management

Plans on this EIN

2 filings

#002401k-$68.3M - 237 part #510Fully Insured-$3.2M - 309 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.8M
Dental$107K
Other$101K
Life$99K
Long-term disability$50K
Short-term disability$42K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

BLUE CROSS OF CALIFORNIA90%
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK6%
SUN LIFE ASSURANCE COMPANY OF CANADA3%
VISION SERVICE PLAN1%
PERSPECTIVES LTD0%

Broker market share

Schedule A broker compensation

Split broker

74%top

ALLIANT INSURANCE SERVICES, INC.74%
DISABILITY RMS18%
JOHN CHRISTOPHER3%
DAVID FARRA3%
MESIROW INSURANCE SERVICES INC2%
+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#002

AVMA EMPLOYEES' 401(K) RETIREMENT PLAN

401k

Assets$68.3M

Participants237

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#510