PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AVETTA, LLC
Sponsor portfolio

AVETTA, LLC

EIN 80-0878180-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$44.9M assets
Welfare
1
$8.3M premiums
Participants
1,312
3300 NORTH TRIUMPH BOULEVARD SUITE - LEHI, UT 84043949-936-4500avetta.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$44.9M - 687 part#501Fully Insured-$8.3M - 1,480 lives

Benefits portfolio analytics

1 plan / $8.3M premiums / 1,480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.8M
  • Dental$7.5M
  • Vision$7.5M
  • Prescription drug$7.5M
  • Other$511K
  • Life$433K
  • +2 more
Total $8.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $8.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • IMA, INC.60%
  • DIVERSIFIED INSURANCE GROUP37%
  • WATCHTOWER TECHNOLOGIES INC2%
  • INTERMEDIARY SOLUTIONS COMPANY0%
  • D'ANN DABELL0%
  • +1 more
Total $354K6 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

AVETTA, LLC 401(K) PLAN

401k

Assets$44.9M
Participants687
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVETTA, LLC HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.3M
Covered lives1,480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVETTA, LLC 401(K) PLAN401k$44.9M6872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVETTA, LLC HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$8.3M1,4802025
Retirement plans
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