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Sponsor portfolio

AFRY USA, LLC

EIN 39-1909415-Latest filing 2025
Plans
2
Retirement
1
$18.9M assets
Welfare
1
$163K premiums
Participants
233
2323 E. CAPITOL DRIVE, STE 300 - APPLETON, WI 54911920-954-2000
Plans on this EIN
2 filings
#001401k-$18.9M - 170 part#501Fully Insured-$163K - 166 lives

Benefits portfolio analytics

1 plan / $163K premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$58K
  • Short-term disability$35K
  • Life$33K
  • Long-term disability$28K
  • Dental$24K
  • Vision$18K
Total $163K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY73%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • CURALINC HEALTHCARE2%
Total $163K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MCCLONE AGENCY INC88%
  • GALLAGHER BENEFIT SERVICES, INC.12%
Total $32K2 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

AFRY USA LLC RETIREMENT PLAN AND TRUST

401k

Assets$18.9M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AFRY USA, LLC WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$163K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFRY USA LLC RETIREMENT PLAN AND TRUST401k$18.9M1702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFRY USA, LLC WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$163K1662025
Retirement plans
Welfare plans
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