Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$221K
- Other$146K
- Life$140K
- Short-term disability$99K
- Vision$48K
- Long-term disability$31K
Sponsor portfolio
AMALIE OIL COMPANY
EIN 59-0810351automotiveLatest filing 2025
Plans
2
Retirement
1
$71.5M assets
Welfare
1
$686K premiums
Participants
1,375
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $686K premiums / 833 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA40%
- UNITEDHEALTHCARE INSURANCE COMPANY32%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY21%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
90%top
- MERCER HEALTH AND BENEFITS, LLC90%
- CUSTOM BENEFIT PROGRAMS INC9%
- SAMUEL R MORRIS JR2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMALIE OIL COMPANY PROFIT SHARING 401(K) PLAN
401k
Assets$71.5M
Participants700
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
AMALIE OIL COMPANY DBA AOCUSA WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$686K
Covered lives833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMALIE OIL COMPANY PROFIT SHARING 401(K) PLAN | 401k | $71.5M | 700 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | AMALIE OIL COMPANY DBA AOCUSA WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $686K | 833 | 2025 |
Retirement plans
Welfare plans