Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.2M
- Short-term disability$2.2M
- Long-term disability$2.2M
Sponsor portfolio
SEI INVESTMENTS COMPANY
EIN 23-1707341Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$881.8M assets
Welfare
1
$2.2M premiums
Participants
10,038
1 FREEDOM VALLEY DRIVE - OAKS, PA 19456610-676-2020
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 4,277 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
50%top
- KATHERINE DOWLING50%
- RICHARD B OWENS50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SEI CAPITAL ACCUMULATION PLAN
401k
Assets$881.8M
Participants5,603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH AND WELFARE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$2.2M
Covered lives4,277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SEI CAPITAL ACCUMULATION PLAN | 401k | $881.8M | 5,603 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH AND WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $2.2M | 4,277 | 2024 |
Retirement plans
Welfare plans