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Sponsor portfolio

ALVEST (USA), LLC

EIN 51-0337585-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$11.6M premiums
Participants
1,852
805 BLOOMFIELD AVENUE - WINDSOR, CT 06095860-602-3310
Plans on this EIN
2 filings
#001ESOP-$9.4M - 1,137 part#501Fully Insured-$11.6M - 1,007 lives

Benefits portfolio analytics

1 plan / $11.6M premiums / 1,007 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$11.6M
  • Health$10.9M
  • Dental$732K
  • Life$732K
  • Short-term disability$732K
  • Long-term disability$732K
  • +1 more
Total $11.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE0%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
Total $11.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • PATRIOT GROWTH INSURANCE SERVICES56%
  • FNA INSURANCE SERVICES INC28%
  • JM BRASSILL GROUP INC14%
  • DAILYFEATS INC.3%
Total $586K4 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

ALVEST S.A.S EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.4M
Participants1,137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALVEST HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$11.6M
Covered lives1,007
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALVEST S.A.S EMPLOYEE STOCK OWNERSHIP PLANESOP$9.4M1,1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALVEST HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$11.6M1,0072025
Retirement plans
Welfare plans
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