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  2. Advantage Capital Management Corporation
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Filings through Oct 24, 2026.

Advantage Capital Management Corporation

EIN 72-1262990-financial services-Latest filing 2025
Plans
2
Retirement
1
$58.3M assets
Health & Benefits
1
$2.4M premiums
Participants
481
909 POYDRAS STREET SUITE 2230 - NEW ORLEANS, LA 70112504-522-4850advantagecap.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$58.3M - 273 part#503Fully insured-$2.4M - 356 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.4M premiums / 356 covered lives

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
Total $2.4M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ADVANTAGE CAPITAL 401(K) PLAN

401(k)

Assets$58.3M
Participants273
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

ADVANTAGE CAPITAL MANAGEMENT CORPORATION

Fully insured - BLUE CROSS AND BLUE SHEILD OF LOUISIANA

Premiums$2.4M
Covered lives356
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ADVANTAGE CAPITAL 401(K) PLAN401(k)$58.3M2732025
  • ADVANTAGE CAPITAL 401(K) PLAN$58.3M
    #001 · 401(k) · 2025273

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503ADVANTAGE CAPITAL MANAGEMENT CORPORATIONFully insuredBLUE CROSS AND BLUE SHEILD OF LOUISIANA$2.4M3562025
  • ADVANTAGE CAPITAL MANAGEMENT CORPORATION$2.4M
    #503 · Fully insured · BLUE CROSS AND BLUE SHEILD OF LOUISIANA · 2025356
Retirement plans
Health & Benefits plans

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