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Sponsor portfolio

ADURO ADVISORS, LLC

EIN 45-5060623-Latest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$3.3M premiums
Participants
801
2420 17TH STREET, SUITE 240 - DENVER, CO 80202650-283-2679
Plans on this EIN
2 filings
#001401k-$20.3M - 420 part#501Fully Insured-$3.3M - 1,035 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 1,035 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$3.2M
  • Vision$3.2M
  • Prescription drug$3.2M
  • Life$143K
  • Short-term disability$143K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
  • BOK FINANCIAL INSURANCE-0%
Total $164K3 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

ADURO ADVISORS, LLC 401(K) PLAN

401k

Assets$20.3M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADURO ADVISORS, LLC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives1,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADURO ADVISORS, LLC 401(K) PLAN401k$20.3M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADURO ADVISORS, LLCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.3M1,0352025
Retirement plans
Welfare plans
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