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Sponsor portfolio

AMERICAN ONCOLOGY NETWORK, INC.

EIN 85-3984427-medical practice-Latest filing 2025
Plans
2
Retirement
1
$100.1M assets
Welfare
1
$3.4M premiums
Participants
4,021
14543 GLOBAL PARKWAY, SUITE 110 - FT. MYERS, FL 33913716-239-0134aoncology.comLinkedIn1001-5000 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$100.1M - 2,005 part#501Fully Insured-$3.4M - 2,314 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 2,314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Dental$1.4M
  • Vision$702K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA53%
  • DELTA DENTAL OF CALIFORNIA24%
  • HAWAII MEDICAL SERVICE ASSOCIATION16%
  • EYEMED VISION CARE4%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • +1 more
Total $3.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • OAKBRIDGE INSURANCE AGENCY, LLC77%
  • LOCKTON COMPANIES, LLC15%
  • A2 HOLDINGS DBA A2 BENEFITS8%
Total $265K3 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

AMERICAN ONCOLOGY NETWORK, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$100.1M
Participants2,005
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN ONCOLOGY HEALTH AND WELFARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.4M
Covered lives2,314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN ONCOLOGY NETWORK, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$100.1M2,0052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN ONCOLOGY HEALTH AND WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$3.4M2,3142025
Retirement plans
Welfare plans
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