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  2. AVERITT EXPRESS, INC.
Sponsor portfolioTH

AVERITT EXPRESS, INC.

EIN 62-0755421-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$775.2M assets
Welfare
1
$13.6M premiums
Participants
21,408
1415 NEAL ST., PO BOX 3166 - COOKEVILLE, TN 385203166931-525-5323LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$775.2M - 13,016 part#501Mixed-$13.6M - 8,212 lives

Benefits portfolio analytics

1 plan / $13.6M premiums / 8,212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$11.5M
  • Other$11.1M
  • Long-term disability$6.4M
  • Vision$2.1M
Total $13.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • RELIASTAR LIFE INSURANCE COMPANY47%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA34%
  • VISION SERVICE PLAN15%
  • TRUSTMARK INSURANCE COMPANY3%
Total $13.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • VARIOUS - SEE ATTACHED64%
  • ALLIANT INSURANCE SERVICES, INC.32%
  • ALTC FUNDING LLC4%
  • USB HEALTH LLC0%
Total $1.2M4 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$13.6M
Covered lives8,212
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$13.6M8,2122024
Retirement plans
Welfare plans
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