Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.0M
- Dental$8.0M
- Prescription drug$8.0M
- Life$221K
- Long-term disability$221K
- Other$221K
- +1 more
Filings through .
Canaccord Genuity LLC
EIN 20-0779566financial servicesLatest filing 2025
Plans
2
Retirement
1
$122.5M assets
Health & Benefits
1
$8.3M premiums
Participants
928
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.3M premiums / 640 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CANACCORD GENUITY LLC 401(K) PLAN
401(k)
Assets$122.5M
Participants570
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CANACCORD GENUITY CONSOLIDATED WELFARE BENEFITS
Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$8.3M
Covered lives640
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CANACCORD GENUITY LLC 401(K) PLAN | 401(k) | $122.5M | 570 | 2025 |
- #002 · 401(k) · 2025570
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CANACCORD GENUITY CONSOLIDATED WELFARE BENEFITS | Fully insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $8.3M | 640 | 2025 |
- #502 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025640
Retirement plans
Health & Benefits plans