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Sponsor portfolio

AMUNDSEN DAVIS LLC

EIN 36-4189382-law practice-Latest filing 2024
Plans
2
Retirement
1
$142.6M assets
Welfare
1
$6.1M premiums
Participants
973
150 N. MICHIGAN AVE. STE. 3300 - CHICAGO, IL 60601312-894-3262amundsendavislaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$142.6M - 584 part#501Fully Insured-$6.1M - 531 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 531 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.4M
  • Other$395K
  • Life$341K
  • Long-term disability$284K
  • Dental$248K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • DELTA DENTAL OF CALIFORNIA4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $6.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN & BROWN INSURANCE SERVICES92%
  • TODD, STEPHEN R.8%
Total $231K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMUNDSEN DAVIS LLC 401(K) SALARY SAVINGS PLAN

401k

Assets$142.6M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMUNDSEN DAVIS, LLC FLEXIBLE BENEFIT PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$6.1M
Covered lives531
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMUNDSEN DAVIS LLC 401(K) SALARY SAVINGS PLAN401k$142.6M5842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMUNDSEN DAVIS, LLC FLEXIBLE BENEFIT PLANFully InsuredHEALTH CARE SERVICE CORPORATION$6.1M5312024
Retirement plans
Welfare plans
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