Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$575K
- Dental$575K
- Vision$575K
- Life$70K
- Short-term disability$70K
- Long-term disability$70K
- +1 more
Sponsor portfolioTH
AMG II, LLC DBA COLLIERS
EIN 86-0594015Latest filing 2025
Plans
3
Retirement
1
$3.1M assets
Welfare
2
$645K premiums
Participants
418
PO BOX 10 - SCOTTSDALE, AZ 85252602-955-4700
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $645K premiums / 411 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- AETNA LIFE INSURANCE COMPANY89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
60%top
- DANIEL NELSON60%
- NELSON, DANIEL D40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMG II, LLC 401(K) PLAN
401k
Assets$3.1M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
AMG II LLC MEDICAL PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$575K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
AMG II, LLC GROUP LIFE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$70K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMG II, LLC 401(K) PLAN | 401k | $3.1M | 130 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AMG II LLC MEDICAL PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $575K | 243 | 2025 | |
| 501 | AMG II, LLC GROUP LIFE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $70K | 168 | 2025 |
Retirement plans
Welfare plans