Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$279K
- Prescription drug$279K
- Stop-loss$279K
- Long-term disability$262K
- Dental$82K
Sponsor portfolio
MARGOLIS EDELSTEIN
EIN 23-2049922law practiceLatest filing 2024
Plans
2
Retirement
1
$60.0M assets
Welfare
1
$623K premiums
Participants
570
THE CURTIS CENTER - SUITE 400 E, 170 S. INDEPENDENCE MALL W. - PHILADELPHIA, PA 191063304215-922-1100margolisedelstein.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $623K premiums / 285 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- GERBER45%
- UNUM LIFE INSURANCE COMPANY OF AMERICA42%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Broker market share
Schedule A broker compensation
80%top
- HEALTHNOW ADMINISTRATIVE SERVICES80%
- KISTLER TIFFANY BENEFITS16%
- ALPHA BENEFITS GROUP INC6%
- BROWN & BROWN INSURANCE SERVICES4%
- ENROLLEASE-6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARGOLIS EDELSTEIN 401(K) PROFIT SHARING PLAN
401k
Assets$60.0M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARGOLIS EDELSTEIN EMPLOYEE BENEFIT PLAN
Mixed - GERBER
Premiums$623K
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARGOLIS EDELSTEIN 401(K) PROFIT SHARING PLAN | 401k | $60.0M | 285 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARGOLIS EDELSTEIN EMPLOYEE BENEFIT PLAN | Mixed | GERBER | $623K | 285 | 2024 |
Retirement plans
Welfare plans