Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$280K
- Long-term disability$280K
Sponsor portfolio
AMSCOT FINANCIAL, INC.
EIN 59-2742276financial servicesLatest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$280K premiums
Participants
2,178
600 NORTH WESTSHORE BOULEVARD, SUITE 1200 - TAMPA, FL 33609813-637-6100amscot.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $280K premiums / 1,047 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMSCOT FINANCIAL, INC. 401K PLAN
401k
Assets$22.7M
Participants1,131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
AMSCOT HOLDINGS INC. DISABILITY INSURANCE PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$280K
Covered lives1,047
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMSCOT FINANCIAL, INC. 401K PLAN | 401k | $22.7M | 1,131 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AMSCOT HOLDINGS INC. DISABILITY INSURANCE PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $280K | 1,047 | 2025 |
Retirement plans
Welfare plans