Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Life$919K
- Long-term disability$919K
- Dental$863K
- Health$638K
- Vision$170K
Sponsor portfolioTH
ADVANCED ENERGY INDUSTRIES, INC.
EIN 84-0846841Latest filing 2025
Plans
2
Retirement
1
$259.6M assets
Welfare
1
$3.1M premiums
Participants
2,740
1595 WYNKOOP STREET, SUITE 800 - DENVER, CO 80202970-221-4670
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 1,905 covered livesCarrier market share
Premium dollars by Schedule A carrier
30%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY30%
- DELTA DENTAL OF CALIFORNIA28%
- KAISER FOUNDATION HEALTH PLAN INC21%
- METROPOLITAN LIFE INSURANCE COMPANY15%
- VISION SERVICE PLAN6%
- +1 more
Broker market share
Schedule A broker compensation
94%top
- WILLIS TOWERS WATSON US LLC94%
- IMA, INC.3%
- PLANSOURCE BENEFITS ADMINISTRATION2%
- LIAZON BENEFITS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$259.6M
Participants1,686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
ADVANCED ENERGY INDUSTRIES, INC. SELECT BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$3.1M
Covered lives1,905
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $259.6M | 1,686 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | ADVANCED ENERGY INDUSTRIES, INC. SELECT BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3.1M | 1,905 | 2025 |
Retirement plans
Welfare plans