AVANTI PROPERTIES GROUP III LLLP

923 N PENNSYLVANIA AVE
WINTER PARK, FL 32789

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.

  • 12% of peers have changed carriers since last year.
  • Current Carrier's market share is in the 75th percentile at 2.2% of the market.
Good

Business Stats

Policy History

Term Carrier LCM
2022

2.401
(Current: 2.626)
2022

-
2021

2.080
2021

-
2020

2.080
2020

-
2019

1.400
2019

-
2018

1.400
2018

-
2017

1.400
2017

-
2016

-

Contacts

OFTIEKEGKY ZCSDJDOQT
Benefits Admin
(609) 553-1612
6980

JYVWMSLCIS PWRNBAKSQ
Controller
3bc9
awuerdzilj@waygebvifo.xtp

Thypnru Nskvlsko
President
(963) 713-4299
bbf8

Industry Classification

Retirement Benefits

Financials

202120202019201820172016
BOY Assets: $ 651,378 $ 283,321 $ 247,808 $ 880,032 $ 216,331 $ 18
Liabilities: $ 0 $ 807 $ 0
EE Contrib: $ 55,855 $ 7,862 $ 7,605 $ 97,280 $ 41,849 $ 252,794
Emp Contrib: $ 35,622 $ 55,280 $ 22,412 $ 59,805 $ 53,239 $ 95,464
Income/Loss: $ 92,781 $ 17,892 $ 53,870($ 83,402) $ 33,064 $ 3,141
Total Income: $ 184,258 $ 277,232 $ 702,650 $ 28,119 $ 501,988 $ 317,615
Paid Benefits: $ 0 $ 79,276 $ 31,308 $ 858 $ 8
Expenses: $ 0 $ 8 $ 549 $ 68 $ 8
  Commission: $ 0 $ 765 $ 90 $ 215 $ 5 $ 6
Net Income: $ 184,258 $ 858,596 $ 382,841 $ 432,072 $ 394,547 $ 981,149
Net Assets: $ 835,636 $ 566,715 $ 155,419 $ 489,988 $ 599,744 $ 598,423

Participants

202120202019201820172016
Total Participants:116167709300
Active Part.:104190677
Retired Part.:1f42263f61
Deceased Part.:24eacd42fe c12

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    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.

    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.

    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.

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