Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.5M
- Dental$1.5M
- Vision$1.5M
- Life$1.5M
- Short-term disability$1.5M
- Long-term disability$1.5M
- +1 more
Filings through .
Solomonedwardsgroup, LLC
EIN 23-3010383accountingLatest filing 2025
Plans
2
Retirement
1
$45.6M assets
Health & Benefits
1
$1.5M premiums
Participants
1,525
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.5M premiums / 600 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN
401(k)
Assets$45.6M
Participants925
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOLOMONEDWARDSGROUP HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.5M
Covered lives600
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | 401(k) | $45.6M | 925 | 2025 |
- #001 · 401(k) · 2025925
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOLOMONEDWARDSGROUP HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.5M | 600 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025600
Retirement plans
Health & Benefits plans