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  2. AZBIL NORTH AMERICA RESEARCH & D
Sponsor portfolioTH

AZBIL NORTH AMERICA RESEARCH & D

EIN 41-1416330-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$1.4M premiums
Participants
3,974
9033 NORTH 24TH AVE SUITE 5 - PHOENIX, AZ 85021602-626-7756
Plans on this EIN
2 filings
#001401k-$1.9M - 14 part#501Mixed-$1.4M - 3,960 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 3,960 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $1.4M1 slice

Broker market share

Schedule A broker compensation

Split broker
99%top
  • PINNACLE INS SOLUTIONS LLC PIN99%
  • INTERNATIONAL PLANNING ALLIANCE1%
Total $73K2 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

AZBIL NORTH AMERICA RESEARCH AND DEVELOPMENT, INC. 401(K) PLAN

401k

Assets$1.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RBC DOMINION SECURITIES CORPORATION WELFARE BENEFITS 125 CAFETERIA PLAN

Mixed - GUARDIAN LIFE INSURANCE CO

Premiums$1.4M
Covered lives3,960
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AZBIL NORTH AMERICA RESEARCH AND DEVELOPMENT, INC. 401(K) PLAN401k$1.9M142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RBC DOMINION SECURITIES CORPORATION WELFARE BENEFITS 125 CAFETERIA PLANMixedGUARDIAN LIFE INSURANCE CO$1.4M3,9602024
Retirement plans
Welfare plans
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