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Sponsor portfolio

AMI LOCALS LLC

EIN 82-3116563-hospitality-Latest filing 2024
Plans
2
Retirement
1
$28K assets
Welfare
1
$1.3M premiums
Participants
359
303 9TH ST W - BRADENTON, FL 342057513941-757-8226amilocals.comLinkedIn51-200 employeeshospitality
Plans on this EIN
2 filings
#001401k-$28K - 202 part#501Fully Insured-$1.3M - 172 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$163K
  • Short-term disability$163K
  • Dental$147K
  • Vision$147K
  • Long-term disability$147K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • FOUNDATION RISK PARTNERS CORP81%
  • RISK STRATEGIES COMPANY19%
  • DAVIS II COMPANIES LLC0%
Total $77K3 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

AMI LOCALS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$28K
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

AMI LOCALS LLC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMI LOCALS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$28K2022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMI LOCALS LLCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1722024
Retirement plans
Welfare plans
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