AMBROSE INVESTMENT GROUP LLC

4256 SW 73RD AVE
MIAMI, FL 33155

Talking Points

Market Competitiveness

We measure relative change (when a business chooses a different WC provider), and market share distribution over a rolling 24 months as compared to it's industry and state level activity to determine how competitive carriers are for your class of business.

  • 6% of peers have changed carriers since last year.
  • Current Carrier's market share is in the 50th percentile at 1% of the market.
Needs Attention

Business Stats

Policy History

Term Carrier
2022

2021

2020

2019

2018

2017

2016

2015

2014

2013
12-01-2013

2012
12-01-2012

2011
12-01-2011

2010
12-01-2010

2009
12-01-2009

Contacts

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Benefits Admin
(418) 644-8250
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SGCSEK IVHZEQ
Benefits Admin
(759) 085-9823
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VFNEPA MPUJTW
President
(282) 427-5431
nlu@icglragowpernumg.gwz

CYSNU A CBSKA
Director
(422) 053-8753
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FRYIW G OUWSU
Director
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Registered Agent
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Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 736,446 $ 192,213 $ 98,459 $ 959,581 $ 136,426 $ 557,704 $ 395,824 $ 204,377 $ 895,722 $ 463,942 $ 760,659 $ 897,884
Liabilities: $ 0 $ 78 $ 8
EE Contrib: $ 133,641 $ 833,049 $ 95,174 $ 15,347 $ 22,266 $ 50,002 $ 36,061 $ 51,910 $ 53,572 $ 36,707 $ 32,612 $ 91,141
Emp Contrib: $ 25,883 $ 91,138 $ 7,352 $ 21,594 $ 6,731 $ 7,278 $ 8,736 $ 8,610 $ 2,028 $ 1,734 $ 3,782 $ 3,092
Income/Loss: $ 142,570 $ 66,703 $ 18,968($ 28,734) $ 4,323 $ 93,056($ 1,982) $ 90,350 $ 73,376 $ 7,852($ 5,889) $ 80,928
Total Income: $ 302,094 $ 623,785 $ 366,620 $ 36,696 $ 31,229 $ 68,107 $ 55,427 $ 54,690 $ 7,172 $ 48,085 $ 76,670 $ 51,274
Paid Benefits: $ 48,627 $ 27,372 $ 37,959 $ 313 $ 614 $ 832,660 $ 8,270 $ 495 $ 3,195 $ 1 $ 9,694
Expenses: $ 0 $ 1 $ 1 $ 0 $ 1 $ 5 $ 1 $ 3
  Commission: $ 0 $ 90 $ 344 $ 3 $ 55 $ 920 $ 2 $ 2 $ 4 $ 4
Net Income: $ 253,467 $ 36,067 $ 788,353 $ 22,400 $ 5,157($ 682,497) $ 56,921 $ 89,122 $ 70,275 $ 55,210 $ 55,552 $ 68,483
Net Assets: $ 989,913 $ 628,091 $ 790,170 $ 100,610 $ 618,968 $ 37,518 $ 38,452 $ 97,927 $ 772,945 $ 743,365 $ 332,866 $ 912,644

Participants

202120202019201820172016201520142013201220112010
Total Participants:396314900499273515713939
Active Part.:375559340966258857cf6b449
Retired Part.:ac e56e 0eef66ee6948a6
Deceased Part.:0a9de5293c6f6fae296a565cb

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).