Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$477K
- Dental$204K
- Vision$116K
- Life$116K
- Short-term disability$116K
- +2 more
Sponsor portfolio
AVANTUS LLC
EIN 85-4336221renewables & environmentLatest filing 2025
Plans
2
Retirement
1
$41.7M assets
Welfare
1
$2.4M premiums
Participants
374
655 W BROADWAY, SUITE 1550 - SAN DIEGO, CA 92101916-608-9060avantus.comLinkedIn51-200 employeesrenewables & environment
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 450 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- UNITEDHEALTHCARE INSURANCE COMPANY67%
- KAISER FOUNDATION HEALTH PLAN INC20%
- DELTA DENTAL OF CALIFORNIA9%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
98%top
- MELITA-MCDONALD INSURANCE SERVICES98%
- REUBEN WARNER ASSOCIATES, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVANTUS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$41.7M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVANTUS LLC WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.4M
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVANTUS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $41.7M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AVANTUS LLC WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.4M | 450 | 2025 |
Retirement plans
Welfare plans