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Sponsor portfolio

ACCOUNTING FULFILLMENT SERVICES, LLC

EIN 47-1246548-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$3.3M premiums
Participants
700
260 MADISON AVENUE, SUITE 1001 - NEW YORK, NY 10016646-780-1859LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$7.1M - 298 part#501Fully Insured-$3.3M - 518 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Health$3.3M
  • Dental$3.3M
  • Vision$3.3M
  • Life$3.3M
  • Short-term disability$3.3M
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $3.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $156K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AFS 401(K) PROFIT SHARING PLAN

401k

Assets$7.1M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCOUNTING FULFILLMENT SERVICES, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFS 401(K) PROFIT SHARING PLAN401k$7.1M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCOUNTING FULFILLMENT SERVICES, LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.3M5182025
Retirement plans
Welfare plans
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