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
Sponsor portfolio
CANACCORD GENUITY, LLC
EIN 20-0779566financial servicesLatest filing 2025
Plans
2
Retirement
1
$110.5M assets
Welfare
1
$8.3M premiums
Participants
950
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.3M premiums / 640 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- IMA, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CANACCORD GENUITY LLC 401(K) PLAN
401k
Assets$110.5M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CANACCORD GENUITY CONSOLIDATED WELFARE BENEFITS
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$8.3M
Covered lives640
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CANACCORD GENUITY LLC 401(K) PLAN | 401k | $110.5M | 592 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans