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Sponsor portfolio

ADELANTE HEALTHCARE INC

EIN 86-0377821-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$658K premiums
Participants
1,501
3033 NORTH CENTRAL AVENUE, SUITE 145 - PHOENIX, AZ 85012623-583-3001adelantehealthcare.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$18.7M - 928 part#501Mixed-$658K - 808 lives

Benefits portfolio analytics

1 plan / $658K premiums / 808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$575K
  • Life$560K
  • Short-term disability$560K
  • Long-term disability$560K
  • Vision$84K
Total $658K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY85%
  • VISION SERVICE PLAN13%
  • CURALINC HEALTHCARE2%
Total $658K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • FMLASOURCE INC17%
Total $81K2 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

ADELANTE HEALTHCARE 403(B) RETIREMENT PLAN

403b

Assets$18.7M
Participants928
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADELANTE HEALTHCARE INC HEALTH & WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$658K
Covered lives808
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADELANTE HEALTHCARE 403(B) RETIREMENT PLAN403b$18.7M9282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADELANTE HEALTHCARE INC HEALTH & WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$658K8082025
Retirement plans
Welfare plans
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