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Sponsor portfolio

AMELIA US LLC

EIN 84-4092295-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$63.9M assets
Welfare
1
$4.4M premiums
Participants
934
17 STATE STREET, 14TH FLOOR - NEW YORK, NY 10004212-708-5652
Plans on this EIN
2 filings
#001401k-$63.9M - 679 part#501Fully Insured-$4.4M - 282 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$4.3M
  • Other$89K
  • Life$55K
  • Short-term disability$31K
  • Vision$31K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $185K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMELIA US 401(K) PLAN

401k

Assets$63.9M
Participants679
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMELIA US, LLC HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.4M
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMELIA US 401(K) PLAN401k$63.9M6792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMELIA US, LLC HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.4M2822024
Retirement plans
Welfare plans
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