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Sponsor portfolio

ADVEX CORPORATION

EIN 54-0849747-Latest filing 2025
Plans
3
Retirement
1
$5.0M assets
Welfare
2
$921K premiums
Participants
254
41 RESEARCH DRIVE - HAMPTON, VA 23666757-865-0920
Plans on this EIN
3 filings
#002401k-$5.0M - 126 part#502Fully Insured-$863K - 58 lives#501Fully Insured-$59K - 99 lives

Benefits portfolio analytics

2 plans / $921K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$872K
  • Health$862K
  • Prescription drug$862K
  • Short-term disability$47K
  • Life$9K
  • Long-term disability$3K
Total $921K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • OPTIMA HEALTH PLAN94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $921K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ADVEX CORPORATION EMPLOYEE PROFIT SHARING RETIREMENT PLAN

401k

Assets$5.0M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ADVEX CORPORATION FLEXIBLE BENEFITS PLAN

Fully Insured - OPTIMA HEALTH PLAN

Premiums$863K
Covered lives58
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ADVEX CORPORATION LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$59K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ADVEX CORPORATION EMPLOYEE PROFIT SHARING RETIREMENT PLAN401k$5.0M1262024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ADVEX CORPORATION FLEXIBLE BENEFITS PLANFully InsuredOPTIMA HEALTH PLAN$863K582025
501ADVEX CORPORATION LIFE INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$59K992025
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