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
Sponsor portfolio
AVM LP
EIN 36-3256076investment bankingLatest filing 2025
Plans
2
Retirement
1
$74.5M assets
Welfare
1
$1.1M premiums
Participants
228
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 182 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- LIFE INSURANCE COMPANY OF NORTH AMERICA5%
- VISION SERVICE PLAN1%
- THE STANDARD1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- GIS BENEFITS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVM, L.P. PROFIT SHARING PLAN
ProfitSharing
Assets$74.5M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVM LP HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE CO.
Premiums$1.1M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVM, L.P. PROFIT SHARING PLAN | ProfitSharing | $74.5M | 118 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans