Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$248K
- Other$237K
- Life$178K
- Short-term disability$178K
- Long-term disability$178K
- Vision$36K
- +1 more
Sponsor portfolio
ARETE ADVISORS, LLC
EIN 81-3930932Latest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$528K premiums
Participants
548
4800 T-REX AVENUE, SUITE 350 - BOCA RATON, FL 33431646-907-9767
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $528K premiums / 567 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY58%
- LIFE INSURANCE COMPANY OF NORTH AMERICA34%
- PRINCIPAL LIFE INSURANCE COMPANY7%
- KAISER FOUNDATION HEALTH PLAN INC1%
Broker market share
Schedule A broker compensation
57%top
- MARSH & MCLENNAN AGENCY LLC57%
- THE NIA GROUP38%
- EAST REGION5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ARETE ADVISORS, LLC 401(K) PLAN
401k
Assets$14.2M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ARETE WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$528K
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARETE ADVISORS, LLC 401(K) PLAN | 401k | $14.2M | 322 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ARETE WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $528K | 567 | 2025 |
Retirement plans
Welfare plans