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Sponsor portfolio

AVANTE GROUP, INC.

EIN 65-1033707-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$532K premiums
Participants
2,742
5900 LAKE ELLENOR DRIVE, SUITE 700 - ORLANDO, FL 32089407-216-0101LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$11.6M - 1,747 part#501Mixed-$532K - 968 lives

Benefits portfolio analytics

1 plan / $532K premiums / 968 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$132K
  • Dental$132K
  • Short-term disability$102K
  • Life$95K
  • Long-term disability$39K
  • Vision$31K
Total $532K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY93%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • LEGALPLANS, USA2%
Total $532K3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MARSH & MCLENNAN AGENCY LLC52%
  • GIS BENEFITS INC48%
  • CUSTOM BENEFIT PROGRAMS INC0%
Total $133K3 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

AVANTE GROUP, INC. 401(K) PLAN

401k

Assets$11.6M
Participants1,747
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVANTE GROUP BENEFIT PLANS

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$532K
Covered lives968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVANTE GROUP, INC. 401(K) PLAN401k$11.6M1,7472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVANTE GROUP BENEFIT PLANSMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$532K9682025
Retirement plans
Welfare plans
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