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Sponsor portfolioTH

EARNED VISIBILITY, INC.

EIN 16-1613411-Latest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$3.2M premiums
Participants
643
333 WEST WASHINGTON STREET, SUITE 610 - SYRACUSE, NY 13202315-362-2743
Plans on this EIN
2 filings
#001401k-$25.2M - 415 part#502Fully Insured-$3.2M - 228 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Dental$212K
  • Vision$212K
  • Life$212K
  • Long-term disability$212K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • KORE INSURANCE HOLDINGS LLC68%
  • FNA INSURANCE SERVICES INC20%
  • LIFETIME BENEFIT SOLUTIONS, INC.12%
Total $96K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EARNED VISIBILITY, INC. 401(K) RETIREMENT PLAN

401k

Assets$25.2M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EARNED VISIBILITY, INC. WELFARE BENEFITS PLAN

Fully Insured - EXCELLUS BLUECROSS BLUESHIELD

Premiums$3.2M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EARNED VISIBILITY, INC. 401(K) RETIREMENT PLAN401k$25.2M4152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EARNED VISIBILITY, INC. WELFARE BENEFITS PLANFully InsuredEXCELLUS BLUECROSS BLUESHIELD$3.2M2282025
Retirement plans
Welfare plans
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