Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Prescription drug$2.7M
- Life$257K
- Short-term disability$257K
- Long-term disability$257K
- Other$257K
- +2 more
Sponsor portfolio
AVALON ADMINISTRATIVE SERVICES, LLC
EIN 38-3969348Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$3.1M premiums
Participants
562
5411 SKYCENTER DRIVE, SUITE 230 - TAMPA, FL 33607813-751-3800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 584 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA5%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
74%top
- WWW INSURANCE, LLC74%
- WALLACE WELCH & WILLINGHAM INC25%
- WATCHTOWER BENEFITS, LLC2%
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 ADMINISTRATIVE SERVICES, LLC 401(K) PLAN
401k
Assets$20.7M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVALON ADMINISTRATIVE SERVICES, LLC HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.1M
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | 401k | $20.7M | 300 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AVALON ADMINISTRATIVE SERVICES, LLC HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.1M | 584 | 2025 |
Retirement plans
Welfare plans