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Sponsor portfolio

AVENUE5 RESIDENTIAL, LLC

EIN 47-5247277-real estate-Latest filing 2025
Plans
2
Retirement
1
$102.1M assets
Welfare
1
$1.6M premiums
Participants
9,282
901 FIFTH AVENUE, SUITE 3000 - SEATTLE, WA 98164480-500-3889avenue5.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$102.1M - 4,831 part#501Mixed-$1.6M - 4,451 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 4,451 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Vision$338K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA66%
  • VISION SERVICE PLAN21%
  • UNITEDHEALTHCARE INSURANCE COMPANY11%
  • CURALINC HEALTHCARE3%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $109K1 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

AVENUE5 RESIDENTIAL, LLC EMPLOYEE SAVINGS PLAN

401k

Assets$102.1M
Participants4,831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVENUE5 RESIDENTIAL LLC HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives4,451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVENUE5 RESIDENTIAL, LLC EMPLOYEE SAVINGS PLAN401k$102.1M4,8312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVENUE5 RESIDENTIAL LLC HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.6M4,4512025
Retirement plans
Welfare plans
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