PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AMG II, LLC DBA COLLIERS

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 86-0594015

AMG II, LLC DBA COLLIERS

PO BOX 10 · SCOTTSDALE, AZ 85252
6029554700
Plans filed
2
Years active
2022–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$645K
No prior year
Persons covered
411
No prior year
Total participants
288
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$575K
AMG II LLC MEDICAL PLAN
Fully insured243 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Plan #501$70K
AMG II, LLC GROUP LIFE PLAN
Fully insured168 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$575K28.7%
Dental$575K28.7%
Vision$575K28.7%
Life$70K3.5%
Short-term disability$70K3.5%
Long-term disability$70K3.5%
Other$70K3.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$575K89.1%11243
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$70K10.9%11168

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DANIEL NELSONSCOTTSDALE, AZAETNA LIFE INSURANCE CO.$10K$0$10K59.8%1
NELSON, DANIEL DSCOTTSDALE, AZUNUM LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K40.2%1

History & trajectory

4 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