Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Vision$113K
- Life$113K
- Short-term disability$113K
- Long-term disability$113K
- +2 more
Sponsor portfolio
FUSION TRADE, INC.
EIN 04-3575409management consultingLatest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$1.4M premiums
Participants
311
ONE HARBOUR PLACE, SUITE - PORTSMOUTH, NH 03801617-502-4100fusiontrading.orgLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 163 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- HARVARD PILGRIM HEALTH CARE86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- DELTA DENTAL OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
87%top
- HUB INTERNATIONAL MIDWEST LIMITED87%
- NEESENROLL13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FUSION TRADE, INC. 401(K) PLAN
401k
Assets$13.8M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FUSION TRADE, INC. WELFARE PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$1.4M
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FUSION TRADE, INC. 401(K) PLAN | 401k | $13.8M | 148 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FUSION TRADE, INC. WELFARE PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $1.4M | 163 | 2025 |
Retirement plans
Welfare plans