PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AVANTGARDE LLC 401(K) PROFIT SHARING PLAN AND TRUST
Sponsor portfolio

AVANTGARDE LLC 401(K) PROFIT SHARING PLAN AND TRUST

EIN 45-1358149-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$638K premiums
Participants
213
51 MONROE STREET, SUITE 706 - ROCKVILLE, MD 208502477301-452-4587
Plans on this EIN
2 filings
#001401k-$6.3M - 127 part#501Fully Insured-$638K - 91 lives

Benefits portfolio analytics

1 plan / $638K premiums / 91 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$722K
  • Dental$722K
  • Vision$722K
  • Other$59K
  • Life$37K
  • Long-term disability$37K
Total $780K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $780K4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DIGITAL INSURANCE LLC75%
  • KELLY & ASSOCIATES INSURANCE GROUP24%
  • KELLY BENEFITS1%
  • JAMES T KINNEY0%
  • CHRISTOPHER MANZI0%
  • +3 more
Total $65K8 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

AVANTGARDE LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$6.3M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVANTGARDE, LLC HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$638K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVANTGARDE LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$6.3M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVANTGARDE, LLC HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$638K912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica