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  2. AVANCE, INC.
Sponsor portfolioTH

AVANCE, INC.

EIN 74-1769114-education management-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$8.8M premiums
Participants
2,126
824 BROADWAY ST SUITE 204 - SAN ANTONIO, TX 782150000210-230-9673avance.orgLinkedIn501-1000 employeeseducation management
Plans on this EIN
2 filings
#001403b-$16.5M - 1,092 part#501Fully Insured-$8.8M - 894 lives

Benefits portfolio analytics

1 plan / $8.8M premiums / 894 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.2M
  • Dental$8.2M
  • Other$556K
  • Life$510K
  • Short-term disability$510K
  • Long-term disability$510K
  • +1 more
Total $8.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • TELADOC0%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.0%
Total $8.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HUB INTERNATIONAL MIDWEST LIMITED87%
  • CATTO & CATTO BENEFITS GROUP LLP12%
  • ASSUREX GLOBAL CORPORATION0%
Total $499K3 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

AVANCE, INC. 403(B) PLAN

403b

Assets$16.5M
Participants1,092
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVANCE INC EMPLOYEE BENEFITS PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$8.8M
Covered lives894
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVANCE, INC. 403(B) PLAN403b$16.5M1,0922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVANCE INC EMPLOYEE BENEFITS PLANFully InsuredHEALTH CARE SERVICE CORPORATION$8.8M8942025
Retirement plans
Welfare plans
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