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Sponsor portfolio

ALPHA II, LLC

EIN 46-5046208-Latest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$1.8M premiums
Participants
312
2074 SUMMIT LAKE DR - TALLAHASSEE, FL 32317850-668-3922
Plans on this EIN
2 filings
#001401k-$15.3M - 183 part#502Fully Insured-$1.8M - 169 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$182K
  • Vision$182K
  • Life$182K
  • Long-term disability$182K
  • Other$182K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • AETNA LIFE INSURANCE COMPANY78%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • FROST INSURANCE AGENCY INC80%
  • SIXTO ZAVALA16%
  • ALLIANT INSURANCE SERVICES, INC.4%
Total $27K3 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

ALPHA II, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$15.3M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALPHA II, LLC DBA APTARRO, INC. WELFARE BENEFITS PLAN

Fully Insured - AETNA

Premiums$1.8M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALPHA II, LLC 401(K) PROFIT SHARING PLAN401k$15.3M1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALPHA II, LLC DBA APTARRO, INC. WELFARE BENEFITS PLANFully InsuredAETNA$1.8M1692025
Retirement plans
Welfare plans
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