Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$174K
- Other$174K
- Dental$40K
Sponsor portfolio
AYRES MANAGEMENT, L.P.
EIN 86-1051836Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$213K premiums
Participants
1,355
355 BRISTOL AVENUE, SUITE A - COSTA MESA, CA 92626714-540-6060
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $213K premiums / 495 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- TRUSTMARK INSURANCE COMPANY75%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
56%top
- BRANDON PENKO56%
- ASSURANCE AGENCY LTD44%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AYRES MANAGEMENT L.P. 401K SAVINGS & INVESTMENT PLAN
401k
Assets$22.9M
Participants860
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AYRES MANAGEMENT, L.P. HEALTH & WELFARE PLAN
Mixed - TRUSTMARK INSURANCE COMPANY
Premiums$213K
Covered lives495
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AYRES MANAGEMENT L.P. 401K SAVINGS & INVESTMENT PLAN | 401k | $22.9M | 860 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AYRES MANAGEMENT, L.P. HEALTH & WELFARE PLAN | Mixed | TRUSTMARK INSURANCE COMPANY | $213K | 495 | 2025 |
Retirement plans
Welfare plans