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Sponsor portfolio

AVESIS, LLC

EIN 86-0349350-insurance-Latest filing 2025
Plans
2
Retirement
1
$33.2M assets
Welfare
1
$6.8M premiums
Participants
1,352
1295 WEST WASHINGTON STREET, SUITE 212 - TEMPE, AZ 85281360-335-4322avesis.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#002401k-$33.2M - 784 part#502Mixed-$6.8M - 1,276 lives

Benefits portfolio analytics

1 plan / $6.8M premiums / 1,276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Prescription drug$6.5M
  • Life$255K
  • Long-term disability$255K
  • Other$255K
Total $6.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $6.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AVESIS RETIREMENT INVESTMENT PLAN

401k

Assets$33.2M
Participants784
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AVESIS HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.8M
Covered lives1,276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AVESIS RETIREMENT INVESTMENT PLAN401k$33.2M7842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AVESIS HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$6.8M1,2762025
Retirement plans
Welfare plans
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