# ADVISORS ASSET MANAGEMENT HEALTH PLAN

Health and welfare plan sponsored by **ADVISORS ASSET MANAGEMENT**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ADVISORS ASSET MANAGEMENT |
| EIN | 200532180 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | MONUMENT, CO |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $4.3M |
| Participants | 257 |
| Persons covered | 331 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Rx, Dental, Vision |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| BROWN & BROWN INSURANCE SERVICES | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/200532180-503
- Cite as: PlanOptica, https://planoptica.com/welfare/200532180-503
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers