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
Sponsor portfolio
SOLOMONEDWARDSGROUP, LLC
EIN 23-3010383accountingLatest filing 2025
Plans
2
Retirement
1
$38.4M assets
Welfare
1
$1.5M premiums
Participants
1,235
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 600 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- SUN LIFE ASSURANCE COMPANY OF CANADA98%
- ARAG INSURANCE COMPANY1%
- JANUS ASSOCIATES, INC. DBA BHS1%
Broker market share
Schedule A broker compensation
100%top
- BIRCH BENEFITS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN
401k
Assets$38.4M
Participants635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOLOMONEDWARDSGROUP HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.5M
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | 401k | $38.4M | 635 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans