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  2. AVENUE CAPITAL MANAGEMENT II, LP
Sponsor portfolio

AVENUE CAPITAL MANAGEMENT II, LP

EIN 52-2258514-Latest filing 2025
Plans
2
Retirement
1
$37.3M assets
Welfare
1
$4.5M premiums
Participants
335
11 WEST 42ND STREET, 9TH FLOOR - NEW YORK, NY 10036212-905-5277
Plans on this EIN
2 filings
#001401k-$37.3M - 191 part#501Fully Insured-$4.5M - 131 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$4.3M
  • Other$124K
  • Life$77K
  • Long-term disability$67K
  • Vision$26K
Total $4.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $185K1 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

AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING

401k

Assets$37.3M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVENUE CAPITAL MANAGEMENT II WELFARE BENEFITS WRAP PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.5M
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING401k$37.3M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVENUE CAPITAL MANAGEMENT II WELFARE BENEFITS WRAP PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.5M1312025
Retirement plans
Welfare plans
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