PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Advario North America LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Advario North America LLC

EIN 45-2226087-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
1
$42.6M assets
Health & Benefits
1
$292K premiums
Participants
424
9805 KATY FREEWAY, SUITE 400 - HOUSTON, TX 77024281-457-7900
Plans on this EIN
2 filings
#001401(k)-$42.6M - 299 part#501Mixed-$292K - 125 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $292K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$261K
  • Life$257K
  • Short-term disability$257K
  • Long-term disability$257K
  • Vision$30K
Total $292K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ADVARIO NORTH AMERICA LLC DEFINED CONTRIBUTION RETIREMENT PLAN

401(k)

Assets$42.6M
Participants299
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ADVARIO NORTH AMERICA, LLC HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$292K
Covered lives125
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ADVARIO NORTH AMERICA LLC DEFINED CONTRIBUTION RETIREMENT PLAN401(k)$42.6M2992025
  • ADVARIO NORTH AMERICA LLC DEFINED CONTRIBUTION RETIREMENT PLAN$42.6M
    #001 · 401(k) · 2025299

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ADVARIO NORTH AMERICA, LLC HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$292K1252025
  • ADVARIO NORTH AMERICA, LLC HEALTH AND WELFARE PLAN$292K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025125
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica