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Sponsor portfolio

EXPERTVOICE, INC

EIN 20-1957244-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$777K premiums
Participants
405
9 EAST EXCHANGE PLACE, SUITE 1000 - SALT LAKE CITY, UT 84111801-869-6477expertvoice.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$19.8M - 250 part#501Fully Insured-$777K - 201 lives

Benefits portfolio analytics

1 plan / $777K premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$605K
  • Prescription drug$605K
  • Dental$106K
  • Vision$106K
  • Life$67K
  • Short-term disability$67K
  • +2 more
Total $777K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $777K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SYMPHONY RISK SOLUTIONS, LLC100%
Total $100K1 slice

Plan deep-dives

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

EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$19.8M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXPERTVOICE WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$777K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$19.8M2502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXPERTVOICE WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$777K2012025
Retirement plans
Welfare plans
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