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Sponsor portfolio

ENTERPRISE ASSOCIATES, LLC

EIN 26-1573584-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Welfare
1
$177K premiums
Participants
1,164
725 CANTON STREET - NORWOOD, MA 02062617-965-2000
Plans on this EIN
2 filings
#001401k-$25.6M - 632 part#501Mixed-$177K - 554 lives

Benefits portfolio analytics

1 plan / $177K premiums / 554 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$141K
  • Short-term disability$141K
  • Long-term disability$141K
  • Other$141K
  • Vision$36K
Total $177K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA80%
  • VISION SERVICE PLAN20%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $177K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • LOCKTON COMPANIES, LLC71%
  • PROFESSIONAL GROUP PLANS INC29%
Total $23K2 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

ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN

401k

Assets$25.6M
Participants632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENTERPRISE ASSOCIATES LLC EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$177K
Covered lives554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN401k$25.6M6322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENTERPRISE ASSOCIATES LLC EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$177K5542025
Retirement plans
Welfare plans
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