Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$28K
- Vision$28K
- Life$28K
- Short-term disability$28K
- Long-term disability$28K
Sponsor portfolio
EDM MANAGEMENT, INC.
EIN 20-0415273management consultingLatest filing 2024
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$1.6M premiums
Participants
945
1419 BOARDMAN CANFIELD ROAD, SUITE 500 - BOARDMAN, OH 44512330-726-5790edmmgt.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 154 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- COMMUNITY INSURANCE COMPANY98%
- AFLAC2%
Broker market share
Schedule A broker compensation
74%top
- TARTAN INSURANCE AGENCY74%
- MARILYN WYMAN13%
- LEE PHYLLIS PRESTOPINE9%
- SMITH BENEFITS CONSULTING GROUP3%
- SADIE T PRESCOTT2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EDM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.7M
Participants722
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EDM MANAGEMENT INC.
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$1.6M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.7M | 722 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EDM MANAGEMENT INC. | Fully Insured | COMMUNITY INSURANCE COMPANY | $1.6M | 154 | 2024 |
Retirement plans
Welfare plans