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Sponsor portfolio

A-LIGN COMPLIANCE AND SECURITY, INC.

EIN 83-0781692-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$33.7M assets
Welfare
1
$524K premiums
Participants
1,032
400 N ASHLEY DR., SUITE 1325 - TAMPA, FL 33602888-702-5446
Plans on this EIN
2 filings
#001401k-$33.7M - 584 part#503Mixed-$524K - 448 lives

Benefits portfolio analytics

1 plan / $524K premiums / 448 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$524K
  • Vision$524K
  • Life$524K
  • Short-term disability$524K
  • Long-term disability$524K
  • Other$524K
Total $524K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $524K1 slice

Broker market share

Schedule A broker compensation

Split broker
76%top
  • USI INSURANCE SERVICES LLC76%
  • FMLASOURCE INC24%
Total $38K2 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

A-LIGN COMPLIANCE AND SECURITY, INC. 401(K) P/S PLAN

401k

Assets$33.7M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

A-LIGN COMPLIANCE AND SECURITY INC. GROUP HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$524K
Covered lives448
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001A-LIGN COMPLIANCE AND SECURITY, INC. 401(K) P/S PLAN401k$33.7M5842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503A-LIGN COMPLIANCE AND SECURITY INC. GROUP HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$524K4482025
Retirement plans
Welfare plans
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