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Sponsor portfolio

AMERANT BANK, N.A.

EIN 59-1846933-financial services-Latest filing 2025
Plans
2
Retirement
1
$141.6M assets
Welfare
1
$1.2M premiums
Participants
1,778
220 ALHAMBRA CIRCLE - CORAL GABLES, FL 33134305-460-4001amerantbank.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$141.6M - 1,087 part#504Mixed-$1.2M - 1,308 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$564K
  • Other$549K
  • Life$531K
  • Short-term disability$531K
  • Long-term disability$531K
  • Vision$134K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
  • METROPOLITAN LIFE INSURANCE COMPANY42%
  • EYEMED VISION CARE11%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION5%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • MARSH & MCLENNAN AGENCY LLC51%
  • USI INSURANCE SERVICES LLC49%
Total $117K2 slices

Plan deep-dives

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

AMERANT BANK, N.A. RETIREMENT BENEFITS PLAN

401k

Assets$141.6M
Participants1,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

AMERANT BANK HEALTH AND WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AMERANT BANK, N.A. RETIREMENT BENEFITS PLAN401k$141.6M1,0872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504AMERANT BANK HEALTH AND WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M1,3082025
Retirement plans
Welfare plans
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