Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$242K
- Life$197K
- Short-term disability$174K
- Long-term disability$174K
- Health$36K
- Prescription drug$36K
- +1 more
Sponsor portfolio
AVALON & TAHOE MFG., INC.
EIN 38-2385785maritimeLatest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$333K premiums
Participants
993
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $333K premiums / 554 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY52%
- UNUM LIFE INSURANCE COMPANY OF AMERICA28%
- BLUE CARE NETWORK OF MICHIGAN11%
- BLUE CROSS OF CALIFORNIA9%
Broker market share
Schedule A broker compensation
62%top
- GALLAGHER BENEFIT SERVICES, INC.62%
- STEVEN M SMITH20%
- JAMES R NELLIGAN & ASSOCIATES LLC13%
- GOULD AND ACCOCIATES, INC,4%
- SUPPLEMENTAL BENEFITS EXCHANGE1%
- +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#001
AVALON & TAHOE 401(K) RETIREMENT PLAN
401k
Assets$17.5M
Participants574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVALON & TAHOE MFG., INC. WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$333K
Covered lives554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVALON & TAHOE 401(K) RETIREMENT PLAN | 401k | $17.5M | 574 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AVALON & TAHOE MFG., INC. WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $333K | 554 | 2025 |
Retirement plans
Welfare plans