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Sponsor portfolio

M.S. AMBROGIO NORTH AMERICA LLC

EIN 87-1678874-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$2.8M premiums
Participants
402
135 RODMAN ROAD - AUBURN, ME 04210207-331-6938
Plans on this EIN
2 filings
#001401k-$8.2M - 225 part#501Fully Insured-$2.8M - 297 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Vision$2.4M
  • Other$334K
  • Life$259K
  • Short-term disability$191K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • PAYCHEX INSURANCE AGENCY, INC.92%
  • MARSH & MCLENNAN AGENCY LLC4%
  • CLARK INSURANCE3%
  • AON CONSULTING INC-0%
Total $102K4 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

MS AMBROGIO NORTH AMERICA LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$8.2M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M.S. AMBROGIO NORTH AMERICA LLC WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF MAINE, INC. (G1850)

Premiums$2.8M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MS AMBROGIO NORTH AMERICA LLC 401(K) PROFIT SHARING PLAN & TRUST401k$8.2M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M.S. AMBROGIO NORTH AMERICA LLC WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF MAINE, INC. (G1850)$2.8M2972025
Retirement plans
Welfare plans
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