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Sponsor portfolio

E-TELEQUOTE INSURANCE

EIN 20-2312336-insurance-Latest filing 2025
Plans
3
Retirement
1
$4.9M assets
Welfare
2
$1.6M premiums
Participants
633
5659 RIO VISTA DRIVE - CLEARWATER, FL 33760727-223-8941etelequote.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
3 filings
#001401k-$4.9M - 633 part#501Fully Insured-$1.5M - 36 lives#502Mixed-$107K - 133 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$107K
  • Short-term disability$107K
  • Long-term disability$107K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • LOCKTON COMPANIES, LLC17%
Total $110K2 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

E-TELEQUOTE INSURANCE 401K PLAN

401k

Assets$4.9M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E-TELEQUOTE INSURANCE GROUP HEALTH, DENTAL & VISION PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives36
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

E-TELEQUOTE INSURANCE ANCILLARY BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$107K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001E-TELEQUOTE INSURANCE 401K PLAN401k$4.9M6332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E-TELEQUOTE INSURANCE GROUP HEALTH, DENTAL & VISION PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.5M362025
502E-TELEQUOTE INSURANCE ANCILLARY BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$107K1332025
Retirement plans
Welfare plans
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