Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$293K
- Life$287K
- Short-term disability$287K
- Long-term disability$287K
Sponsor portfolio
ADVANTIVE
EIN 88-1661314computer softwareLatest filing 2025
Plans
2
Retirement
1
$43.1M assets
Welfare
1
$293K premiums
Participants
840
4221 WEST BOY SCOUT BOULEVARD, SUITE 390 - TAMPA, FL 33607941-330-7933advantive.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $293K premiums / 361 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- SYMETRA LIFE INSURANCE COMPANY98%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Broker market share
Schedule A broker compensation
99%top
- ALLIANT INSURANCE SERVICES, INC.99%
- INTERMEDIARY SOLUTIONS COMPANY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANTIVE, LLC 401(K) SAVINGS AND RETIREMENT PLAN
401k
Assets$43.1M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVANTIVE HEALTH AND WELFARE PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$293K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANTIVE, LLC 401(K) SAVINGS AND RETIREMENT PLAN | 401k | $43.1M | 472 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVANTIVE HEALTH AND WELFARE PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $293K | 361 | 2025 |
Retirement plans
Welfare plans