Fundz
Fundz
Benefits Intelligence/Broker Directory/Idaho

Advanced Benefit, Inc.

Coeur D Alene, ID

Advanced Benefit, Inc. of Coeur D Alene, ID is the broker of record on 19 Form 5500 Schedule A filings covering 13 employer benefit plans across 4 states, with $267,680 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
19
States served
4
Reported commissions
$267,680
plan year 2025
Reported fees
$38,513

Quick answer

Advanced Benefit, Inc. (Coeur D Alene, ID) is the broker of record for 13 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Advanced Benefit, Inc. have?
Advanced Benefit, Inc. is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 4 states.
Who are Advanced Benefit, Inc.'s largest employer clients?
By plan participants, the largest include Ataraxis Nevada (1,619 participants), Safe Streets Usa LLC (624 participants) and Mountain West Retirement Corporation (594 participants).
How much does Advanced Benefit, Inc. earn in commissions?
Insurers reported $267,680 in broker commissions and $38,513 in fees paid to Advanced Benefit, Inc. for plan year 2025, per Schedule A Part 1.
Where is Advanced Benefit, Inc. located?
Advanced Benefit, Inc. is based in Coeur D Alene, ID and has employer clients in 4 states.
How does Advanced Benefit, Inc. rank among benefits brokers in Idaho?
Advanced Benefit, Inc. ranks #5 by employer clients among the 50 most active benefits brokers based in Idaho.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Advanced Benefit, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Ataraxis NevadaID1,6192024-12-31
Safe Streets Usa LLCUT6242024-12-31
Mountain West Retirement CorporationOR5942024-12-31
10 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Idaho

  • Castle Lake Insurance LLC: 13 employer clients, $566,997 reported commissions (Idaho Falls)
  • Holly Kristine Hall: 16 employer clients, $184,019 reported commissions (Hayden)
  • Jeremy L Tomlinson: 14 employer clients, $1,528 reported commissions (Boise)
  • Chad Murray: 7 employer clients, $164,213 reported commissions (Coeur D Alene)
  • Ronny Ann Warner: 15 employer clients, $27,683 reported commissions (Kuna)
  • Benefits2 Administrators LLC: 9 employer clients (Meridian)
  • Denise A Maxwell: 13 employer clients, $6,162 reported commissions (Meridian)
  • Advanced LLC: 9 employer clients, $462,356 reported commissions (Coeur D Alene)

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.