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Sponsor portfolio

ADVANTAGE SURVEILLANCE, LLC

EIN 84-2266682-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.7M premiums
Participants
486
2975 DALE EARNHARDT BOULEVARD, SUITE 200 - KANNAPOLIS, NC 28083888-696-3669
Plans on this EIN
2 filings
#001401k-$2.7M - 357 part#501Fully Insured-$1.7M - 303 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Life$1.7M
  • Prescription drug$1.7M
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.7M1 slice

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GIBSON INSURANCE AGENCY, INC.98%
  • JAMES R NELLIGAN & ASSOCIATES LLC2%
Total $53K2 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

ADVANTAGE SURVEILLANCE, LLC RETIREMENT SAVINGS PLAN

401k

Assets$2.7M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVANTAGE SURVEILLANCE, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADVANTAGE SURVEILLANCE, LLC RETIREMENT SAVINGS PLAN401k$2.7M3572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVANTAGE SURVEILLANCE, LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M3032025
Retirement plans
Welfare plans
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