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  2. AVERITT EXPRESS, INC.
Sponsor portfolioTH

AVERITT EXPRESS, INC.

EIN 62-0755421-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$775.2M assets
Welfare
1
$14.3M premiums
Participants
20,549
1415 NEAL ST., PO BOX 3166 - COOKEVILLE, TN 38502931-525-5323LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$775.2M - 13,016 part#501Mixed-$14.3M - 7,332 lives

Benefits portfolio analytics

1 plan / $14.3M premiums / 7,332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$12.3M
  • Other$12.0M
  • Long-term disability$7.0M
  • Vision$2.1M
Total $14.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • RELIASTAR LIFE INSURANCE COMPANY49%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
  • VISION SERVICE PLAN14%
  • TRUSTMARK INSURANCE COMPANY2%
Total $14.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • VARIOUS - SEE ATTACHED71%
  • ALLIANT INSURANCE SERVICES, INC.27%
  • ALTC FUNDING LLC2%
  • USB HEALTH LLC0%
Total $1.3M4 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

AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$775.2M
Participants13,016
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXPRESS CARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$14.3M
Covered lives7,332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN401k$775.2M13,0162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXPRESS CARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$14.3M7,3322025
Retirement plans
Welfare plans
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