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Sponsor portfolioWelfare / HealthEIN 13-5657669

AMUNDI US, INC

4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144
2168982558
Plans filed
2
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$11.2M
No prior year
Persons covered
953
No prior year
Total participants
610
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #515$11.2M
AMUNDI US, INC. HEALTH AND WELFARE PLAN
Mixed953 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Plan #509$0
PIONEER INVESTMENT MANAGEMENT USA INC. FLEXIBLE BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$10.7M32.5%
Dental$10.7M32.5%
Prescription drug$10.7M32.5%
Life$399K1.2%
Long-term disability$399K1.2%
Vision$37K0.1%
Other$16K0.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRxD
$10.7M95.9%11953
STANDARD INSURANCE COMPANY
EIN 930242990
LLTD
$399K3.6%11439
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$37K0.3%11610
ALLONE HEALTH
Oth
$16K0.1%11145
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
$5K0.0%110

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESSOUTHBOROUGH, MASTANDARD INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$179K$0$179K76.0%1
THE JAMES B OSWALD COMPANYCLEVELAND, OHSTANDARD INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$56K$0$56K23.6%1
AON CONSULTING INCNEW YORK, NYNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA,$788$0$7880.3%1

History & trajectory

10 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
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