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Sponsor portfolio

AVI-SPL LLC

EIN 59-1958935-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$249.4M assets
Welfare
1
$3.9M premiums
Participants
7,510
6301 BENJAMIN ROAD, SUITE 101 - TAMPA, FL 33634813-884-7168avispl.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$249.4M - 4,346 part#501Mixed-$3.9M - 3,131 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 3,131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.1M
  • Prescription drug$1.1M
  • Life$900K
  • Short-term disability$638K
  • Long-term disability$561K
Total $3.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA55%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
  • LEGALPLANS, USA1%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MERCER HEALTH AND BENEFITS, LLC93%
  • BENEFITSTORE INC7%
Total $252K2 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

AVI-SPL 401(K) PLAN

401k

Assets$249.4M
Participants4,346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUDIO VISUAL INNOVATIONS HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.9M
Covered lives3,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVI-SPL 401(K) PLAN401k$249.4M4,3462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUDIO VISUAL INNOVATIONS HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.9M3,1312024
Retirement plans
Welfare plans
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