Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$73K
- Vision$73K
- Other$60K
- Life$59K
- Long-term disability$41K
- +1 more
Sponsor portfolio
AFS-USA
EIN 39-1711417non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$23.6M assets
Welfare
1
$1.5M premiums
Participants
496
120 WALL STREET, SUITE 1600 - NEW YORK, NY 10005212-299-9000LinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 126 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- AFLAC1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- +1 more
Broker market share
Schedule A broker compensation
95%top
- CORPORATE SYNERGIES GROUP LLC95%
- CHRISTIAN M TULLY2%
- JILL LISA RAPPAPORT1%
- KENNETH C MEIER CORP1%
- FOUNDATION RISK PARTNERS CORP1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
AFS-USA 403(B)PLAN
403b
Assets$23.6M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AFS-USA HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | AFS-USA 403(B)PLAN | 403b | $23.6M | 367 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AFS-USA HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 126 | 2025 |
Retirement plans
Welfare plans