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Sponsor portfolio

AVENUE 360 HEALTH AND WELLNESS

EIN 76-0549240-medical practice-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1.1M premiums
Participants
305
2150 WEST 18TH STREET SUITE 300-A - HOUSTON, TX 77008832-384-1394avenue360.orgLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.9M - 108 part#502Fully Insured-$1.1M - 197 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Vision$101K
  • Life$101K
  • Short-term disability$101K
  • Long-term disability$101K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DEARBORN LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • RSC INSURANCE BROKERAGE INC97%
  • ASSUREDPARTNERS2%
  • SELMAN & COMPANY, LLC1%
Total $75K3 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

AVENUE 360 HEALTH AND WELLNESS

401k

Assets$3.9M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AVENUE 360 HEALTH AND WELLNESS WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUE SHIELD OF TEXAS

Premiums$1.1M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVENUE 360 HEALTH AND WELLNESS401k$3.9M1082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AVENUE 360 HEALTH AND WELLNESS WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUE SHIELD OF TEXAS$1.1M1972025
Retirement plans
Welfare plans
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