PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Avma Life Trust, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Avma Life Trust, LLC

EIN 84-2685033-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$100.3M assets
Health & Benefits
1
$7.6M premiums
Participants
5,826
1931 N. MEACHAM RD. STE 103 - SCHAUMBURG, IL 60173847-649-6114
Plans on this EIN
2 filings
#333401(k)-$100.3M - 5,188 part#501Fully insured-$7.6M - 912 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $7.6M premiums / 912 covered lives

See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#333

AVMA LIFE TRUST, LLC 401(K) PLAN

401(k)

Assets$100.3M
Participants5,188
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AVMA TRUST ASSOCIATION HEALTH PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$7.6M
Covered lives912
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#333AVMA LIFE TRUST, LLC 401(K) PLAN401(k)$100.3M5,1882025
  • AVMA LIFE TRUST, LLC 401(K) PLAN$100.3M
    #333 · 401(k) · 20255,188

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AVMA TRUST ASSOCIATION HEALTH PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$7.6M9122025
  • AVMA TRUST ASSOCIATION HEALTH PLAN$7.6M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025912
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica