Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3K
- Other$3K
Sponsor portfolio
ASSURANCE FINANCIAL GROUP LLC
EIN 72-1505298executive officeLatest filing 2025
Plans
4
Retirement
1
$23.6M assets
Welfare
3
$72K premiums
Participants
546
9029 JEFFERSON HWY STE 100 - BATON ROUGE, LA 70809225-239-7941LinkedIn1-10 employeesexecutive office
Benefits portfolio analytics
3 plans / $72K premiums / 250 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
60%top
- GALLAGHER BENEFIT SERVICES, INC.60%
- AXA ASSISTANCE, USA20%
- SOUTHERN NATIONAL INSURANCE COMPANY20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASSURANCE FINANCIAL 401(K) PLAN
401k
Assets$23.6M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
ASSURANCE FINANCIAL DENTAL AND VISION PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA
Premiums$69K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ASSURANCE FINANCIAL LIFE/AD&D PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$3K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
ASSURANCE FINANCIAL MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSURANCE FINANCIAL 401(K) PLAN | 401k | $23.6M | 219 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | ASSURANCE FINANCIAL DENTAL AND VISION PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $69K | 131 | 2024 | |
| 502 | ASSURANCE FINANCIAL LIFE/AD&D PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $3K | 119 | 2025 | |
| 501 | ASSURANCE FINANCIAL MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans