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Sponsor portfolioWelfare / HealthEIN 65-1033707
AVANTE GROUP, INC.
5900 LAKE ELLENOR DRIVE · ORLANDO, FL 32089
4072160101
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$532K
No prior year
Persons covered
968
No prior year
Total participants
995
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $132K | 24.8% | |
| Dental | $132K | 24.8% | |
| Short-term disability | $102K | 19.2% | |
| Life | $95K | 17.9% | |
| Long-term disability | $39K | 7.4% | |
| Vision | $31K | 5.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | DLSTDLTDOth | $493K | 92.6% | 1 | 7 | 968 |
EIN 135581829 | V | $31K | 5.8% | 1 | 1 | 570 |
EIN 134256913 | Oth | $8K | 1.6% | 1 | 1 | 43 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | ROANOKE, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $68K | $378 | $69K | 51.7% | 1 |
| GIS BENEFITS INC | MORRIS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $33K | $31K | $64K | 47.8% | 1 |
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | LEGALPLANS, USA | $661 | $0 | $661 | 0.5% | 1 |
History & trajectory
11 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