PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AXA INVESTMENT MANAGERS US, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 13-4045673

AXA INVESTMENT MANAGERS US, INC.

400 ATLANTIC STREET · STAMFORD, CT 06901
2039834200
Plans filed
1
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
434
No prior year
Total participants
167
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.1M
AXA INVESTMENT MANAGERS US INC. GROUP HEALTH PLAN
Mixed434 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.9M20.2%
Prescription drug$3.9M20.2%
Other$3.8M19.9%
Dental$3.6M18.7%
Vision$3.6M18.7%
Life$220K1.1%
Long-term disability$220K1.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVOth
$3.6M88.0%11434
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$273K6.6%1126
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LLTDOth
$220K5.4%11187

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CAMETROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$1K$73$1K100.0%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica