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Sponsor portfolio

FLEET FINANCIAL INC.

EIN 20-8891243-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$150K premiums
Participants
346
7257 TUCSON WAY - ENGLEWOOD, CO 80112303-397-3129
Plans on this EIN
2 filings
#001401k-$4.4M - 208 part#505Mixed-$150K - 138 lives

Benefits portfolio analytics

1 plan / $150K premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$77K
  • Vision$77K
  • Other$73K
  • Life$63K
  • Short-term disability$63K
  • Long-term disability$63K
Total $150K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA47%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $150K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • CENTENNIAL ADVISOR GROUP LLC93%
  • LOCKTON COMPANIES, LLC7%
Total $17K2 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

ILENDING RETIREMENT PLAN

401k

Assets$4.4M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

FLEET FINANCIAL INC. (DBA ILENDINGDIRECT) EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$150K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ILENDING RETIREMENT PLAN401k$4.4M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505FLEET FINANCIAL INC. (DBA ILENDINGDIRECT) EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$150K1382025
Retirement plans
Welfare plans
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