Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Dental$3.5M
- Prescription drug$3.5M
- Vision$322K
- Life$322K
- Short-term disability$322K
- +2 more
Sponsor portfolio
ROLTA ADVIZEX TECHNOLOGIES, LLC
EIN 37-1504931Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$35.6M assets
Welfare
1
$3.8M premiums
Participants
570
6480 ROCKSIDE WOODS BLVD S ST 190 - INDEPENDENCE, OH 44131614-940-7885
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 368 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
96%top
- ALLIANT INSURANCE SERVICES, INC.96%
- WATCHTOWER BENEFITS, LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVIZEX TECHNOLOGIES, LLC RETIREMENT 401(K) PLAN
401k
Assets$35.6M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVIZEX TECHNOLOGIES, LLC HEALTH & WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.8M
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVIZEX TECHNOLOGIES, LLC RETIREMENT 401(K) PLAN | 401k | $35.6M | 350 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVIZEX TECHNOLOGIES, LLC HEALTH & WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.8M | 368 | 2024 |
Retirement plans
Welfare plans