Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Prescription drug$3.7M
- Vision$287K
- Life$287K
- Long-term disability$287K
- Other$287K
Sponsor portfolio
ANGEL OAK COMPANIES LP
EIN 47-2624363investment managementLatest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$4.0M premiums
Participants
697
3344 PEACHTREE RD NE, #1725 - ATLANTA, GA 30326404-953-4900angeloakcompanies.comLinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 290 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
88%top
- DIGITAL INSURANCE LLC88%
- CENTRO BENEFITS RESEARCH LLC7%
- THE CASON GROUP INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN
401k
Assets$28.8M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANGEL OAK BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$4.0M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | 401k | $28.8M | 407 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANGEL OAK BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4.0M | 290 | 2025 |
Retirement plans
Welfare plans