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Sponsor portfolio

AMIVIE, LLC

EIN 47-4471803-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$986K premiums
Participants
9,709
4000 PARAMOUNT PKWY, STE 100 - MORRISVILLE, NC 27560919-390-2980
Plans on this EIN
2 filings
#001401k-$2.7M - 6,400 part#501Mixed-$986K - 3,306 lives

Benefits portfolio analytics

1 plan / $986K premiums / 3,306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$597K
  • Dental$378K
  • Vision$378K
  • Prescription drug$378K
  • Life$266K
  • Long-term disability$86K
  • +1 more
Total $986K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY59%
  • BLUE CROSS OF CALIFORNIA38%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $986K3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • RSC INSURANCE BROKERAGE INC50%
  • ASSUREDPARTNERS17%
  • SELMAN & COMPANY, LLC15%
  • MARSH & MCLENNAN AGENCY LLC14%
  • TERRY L LYONS2%
  • +2 more
Total $193K7 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

COMMUNITY BASED CARE 401(K) PLAN

401k

Assets$2.7M
Participants6,400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMIVIE, LLC HEALTH & WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF NORTH CAROLINA

Premiums$986K
Covered lives3,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY BASED CARE 401(K) PLAN401k$2.7M6,4002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMIVIE, LLC HEALTH & WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF NORTH CAROLINA$986K3,3062025
Retirement plans
Welfare plans
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