Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Prescription drug$2.3M
- Life$63K
- Long-term disability$54K
- +1 more
Sponsor portfolio
ADVANTAGE CAPITAL MANAGEMENT CORPORATION
EIN 72-1262990financial servicesLatest filing 2025
Plans
2
Retirement
1
$49.0M assets
Welfare
1
$2.4M premiums
Participants
473
909 POYDRAS STREET, SUITE 2230 - NEW ORLEANS, LA 70112504-648-8686advantagecap.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 356 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Broker market share
Schedule A broker compensation
83%top
- H M BENEFITS LLC83%
- MARSH & MCLENNAN AGENCY LLC14%
- NFP INSURANCE SERVICES INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANTAGE CAPITAL 401(K) PLAN
401k
Assets$49.0M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
ADVANTAGE CAPITAL MANAGEMENT CORPORATION
Fully Insured - BLUE CROSS AND BLUE SHEILD OF LOUISIANA
Premiums$2.4M
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANTAGE CAPITAL 401(K) PLAN | 401k | $49.0M | 265 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | ADVANTAGE CAPITAL MANAGEMENT CORPORATION | Fully Insured | BLUE CROSS AND BLUE SHEILD OF LOUISIANA | $2.4M | 356 | 2025 |
Retirement plans
Welfare plans