PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ADVANCIA CORPORATION
Sponsor portfolio

ADVANCIA CORPORATION

EIN 73-1168246-marketing and advertising-Latest filing 2025
Plans
5
Retirement
0
Welfare
5
$4.3M premiums
Participants
2,743
655 RESEARCH PARKWAY, SUITE 530 - OKLAHOMA CITY, OK 73104405-996-3000advancia-conseil.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
5 filings
#501Fully Insured-$4.0M - 784 lives#503Fully Insured-$144K - 550 lives#505Fully Insured-$92K - 550 lives#504Fully Insured-$79K - 550 lives#506Fully Insured-$58K - 281 lives

Benefits portfolio analytics

5 plans / $4.3M premiums / 2,715 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$411K
  • Other$241K
  • Life$169K
  • Long-term disability$116K
  • Short-term disability$104K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • PRINCIPAL2%
  • +1 more
Total $4.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THE PLEXUS GROUPE LLC93%
  • THREEFLOW5%
  • WATCHTOWER BENEFITS LLC DBA THREEFL1%
  • IMG0%
Total $290K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

ADVANCIA CORPORATION GROUP BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD

Premiums$4.0M
Covered lives784
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ADVANCIA CORP LIFE AD&D AND DEPENDENT LIFE INSURANCE

Fully Insured - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$144K
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ADVANCIA CORPORATION LONG TERM DISABILITY PLAN

Fully Insured - PRINCIPAL INSURANCE COMPANY OF AMERICA

Premiums$92K
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ADVANCIA CORPORATION SHORT TERM DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$79K
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ADVANCIA CORPORATION VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$58K
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVANCIA CORPORATION GROUP BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD$4.0M7842025
503ADVANCIA CORP LIFE AD&D AND DEPENDENT LIFE INSURANCEFully InsuredTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$144K5502025
505ADVANCIA CORPORATION LONG TERM DISABILITY PLANFully InsuredPRINCIPAL INSURANCE COMPANY OF AMERICA$92K5502025
504ADVANCIA CORPORATION SHORT TERM DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$79K5502025
506ADVANCIA CORPORATION VISION PLANFully InsuredVISION SERVICE PLAN$58K2812025
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica