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Sponsor portfolio

EOS ACCOUNTANTS LLP

EIN 22-3462644-accounting-Latest filing 2025
Plans
3
Retirement
1
$32.5M assets
Welfare
2
$2.2M premiums
Participants
504
500 FRANK W. BURR BLVD., 3RD FL - TEANECK, NJ 07666201-836-3710eosllp.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#001401k-$32.5M - 233 part#501Fully Insured-$2.1M - 190 lives#502Fully Insured-$155K - 151 lives

Benefits portfolio analytics

2 plans / $2.2M premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$133K
  • Other$37K
  • Life$21K
  • Vision$15K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • NIPPON LIFE INSURANCE COMPANY OF AMERICA93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DIGITAL INSURANCE LLC75%
  • EMERSON REID LLC25%
Total $170K2 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

EOS ACCOUNTANTS LLP 401(K) PLAN

401k

Assets$32.5M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EOS ACCOUNTANTS HEALTH AND WELFARE PLAN-MEDICAL

Fully Insured - NIPPON LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.1M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EOS ACCOUNTANTS HEALTH AND WELFARE PLAN-DENTAL, VISION, LIFE/ADD

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$155K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EOS ACCOUNTANTS LLP 401(K) PLAN401k$32.5M2332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EOS ACCOUNTANTS HEALTH AND WELFARE PLAN-MEDICALFully InsuredNIPPON LIFE INSURANCE COMPANY OF AMERICA$2.1M1902025
502EOS ACCOUNTANTS HEALTH AND WELFARE PLAN-DENTAL, VISION, LIFE/ADDFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$155K1512025
Retirement plans
Welfare plans
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