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Sponsor portfolio

RICHARD LEE AVERITTE, JR., PLLC

EIN 74-3037351-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$182K premiums
Participants
457
20401 NORTH 73RD STREET, SUITE 230 - SCOTTSDALE, AZ 85255480-556-0446
Plans on this EIN
2 filings
#001401k-$8.1M - 277 part#501Mixed-$182K - 182 lives

Benefits portfolio analytics

1 plan / $182K premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$98K
  • Life$76K
  • Short-term disability$76K
  • Other$76K
  • Vision$7K
Total $182K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITEDHEALTHCARE INSURANCE COMPANY54%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY42%
  • EYEMED VISION CARE4%
Total $182K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MJ INSURANCE97%
  • ASSUREX GLOBAL CORPORATION3%
Total $27K2 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

AFFILIATED DERMATOLOGY 401(K) PLAN

401k

Assets$8.1M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RICHARD LEE AVERITTE, JR., PLLC DBA AFFILIATED DERMATOLOGY HEALTH & WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$182K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFFILIATED DERMATOLOGY 401(K) PLAN401k$8.1M2772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RICHARD LEE AVERITTE, JR., PLLC DBA AFFILIATED DERMATOLOGY HEALTH & WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$182K1822025
Retirement plans
Welfare plans
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