PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WARREN AVERETT COMPANIES, LLC
Sponsor portfolioTH

WARREN AVERETT COMPANIES, LLC

EIN 45-4084397-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$195.9M assets
Welfare
1
$924K premiums
Participants
1,872
2500 ACTON ROAD - BIRMINGHAM, AL 35243205-979-4100
Plans on this EIN
2 filings
#004401k-$195.9M - 1,078 part#502Mixed-$924K - 1,021 lives

Benefits portfolio analytics

1 plan / $924K premiums / 1,021 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$512K
  • Dental$315K
  • Long-term disability$244K
  • Short-term disability$106K
  • Vision$86K
  • Other$22K
Total $924K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA55%
  • BLUE CROSS OF CALIFORNIA34%
  • VISION SERVICE PLAN9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • AFLAC1%
  • +1 more
Total $924K6 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • COBBS ALLEN & HALL INC83%
  • PALOMAR INSURANCE CORPORATION11%
  • GREGORY GRYSKA-SWEET & CRAWFORD2%
  • SWEET & CRAWFORD GROUP INC.1%
  • ASSUREDPARTNERS1%
  • +3 more
Total $81K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN

401k

Assets$195.9M
Participants1,078
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WARREN AVERETT COMPANIES LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$924K
Covered lives1,021
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN401k$195.9M1,0782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WARREN AVERETT COMPANIES LLC HEALTH AND WELFARE BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$924K1,0212024
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