Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$248K
- Life$238K
- Short-term disability$238K
- Long-term disability$238K
- Vision$29K
Sponsor portfolio
ADVARIO NORTH AMERICA LLC
EIN 45-2226087Transportation and WarehousingLatest filing 2024
Plans
2
Retirement
1
$38.1M assets
Welfare
1
$276K premiums
Participants
423
9805 KATY FREEWAY, SUITE 400 - HOUSTON, TX 77024281-457-7900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $276K premiums / 121 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY90%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
96%top
- USI INSURANCE SERVICES LLC96%
- FMLASOURCE INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVARIO NORTH AMERICAN LLC DEFINED CONTRIBUTION RETIREMENT PLAN
401k
Assets$38.1M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVARIO NORTH AMERICA, LLC HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$276K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVARIO NORTH AMERICAN LLC DEFINED CONTRIBUTION RETIREMENT PLAN | 401k | $38.1M | 302 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVARIO NORTH AMERICA, LLC HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $276K | 121 | 2024 |
Retirement plans
Welfare plans