Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$862K
- Prescription drug$862K
- Dental$135K
- Other$62K
- Life$53K
- Long-term disability$53K
- +1 more
Filings through .
Avm, L.P.
EIN 36-3256076investment bankingLatest filing 2025
Plans
2
Retirement
1
$88.1M assets
Health & Benefits
1
$1.1M premiums
Participants
227
777 YAMATO RD SUITE 300 - BOCA RATON, FL 33431561-544-4400LinkedIn51-200 employeesinvestment banking
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.1M premiums / 182 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
AVM, L.P. PROFIT SHARING PLAN
Profit-sharing
Assets$88.1M
Participants117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
AVM LP HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE CO.
Premiums$1.1M
Covered lives182
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AVM, L.P. PROFIT SHARING PLAN | Profit-sharing | $88.1M | 117 | 2025 |
- #001 · Profit-sharing · 2025117
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AVM LP HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE CO. | $1.1M | 182 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE CO. · 2025182
Retirement plans
Health & Benefits plans