Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$206K
- Vision$206K
- Life$206K
- Short-term disability$206K
- +1 more
Sponsor portfolio
ADEPTUS ADVISORS, LLC
EIN 92-1472936Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.7M premiums
Participants
306
733 STATE ROUTE 35 SUITE A - OCEAN, NJ 07712732-745-8800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 196 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- HORIZON HEALTHCARE SERVICES, INC.88%
- PRINCIPAL LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
75%top
- CENTERSTONE INSURANCE AND FINANCIAL75%
- RONALD H CARR JR15%
- JAMES R NELLIGAN & ASSOCIATES LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADEPTUS ADVISORS LLC 401(K) PLAN
401k
Assets$8.5M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADEPTUS ADVISORS, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - HORIZON HEALTHCARE SERVICES, INC.
Premiums$1.7M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADEPTUS ADVISORS LLC 401(K) PLAN | 401k | $8.5M | 156 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADEPTUS ADVISORS, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | HORIZON HEALTHCARE SERVICES, INC. | $1.7M | 196 | 2025 |
Retirement plans
Welfare plans