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Sponsor portfolioWelfare / HealthEIN 75-2987063
ADVISER COMPLIANCE ASSOCIATES LLC
909 ROSE AVENUE, SUITE 950 · NORTH BETHESDA, MD 20852
9736311085
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
1,074
No prior year
Total participants
1,074
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$5.9M
ADVISER COMPLIANCE ASSOCIATES LLC HEALTH PLAN
Fully insured626 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #501$1.2M
ADVISER COMPLIANCE ASSOCIATES, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully insured1,074 covered·5 carriers
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #503$52K
ADVISER COMPLIANCE ASSOCIATES LLC VISION PLAN
Fully insured317 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.1M | 27.4% | |
| Life | $812K | 20.4% | |
| Short-term disability | $812K | 20.4% | |
| Long-term disability | $812K | 20.4% | |
| Vision | $238K | 6.0% | |
| Health | $109K | 2.7% | |
| Dental | $109K | 2.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 221211670 | LSTDLTDOth | $812K | 66.7% | 1 | 1 | 1,074 |
EIN 362739571 | Oth | $146K | 12.0% | 1 | 1 | 386 |
EIN 222777159 | V | $129K | 10.5% | 1 | 1 | 722 |
EIN 066033492 | HDVOth | $109K | 9.0% | 1 | 1 | 18 |
EIN 731016728 | Oth | $23K | 1.9% | 1 | 1 | 125 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, AETNA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN, PRUDENTIAL INSURANCE COMPANY OF AMERICA | $114K | $0 | $114K | 100.0% | 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