Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$431K
- Life$244K
- Long-term disability$244K
Sponsor portfolio
THE MOTLEY FOOL HOLDINGS, INC.
EIN 26-3335778Latest filing 2025
Plans
2
Retirement
1
$174.0M assets
Welfare
1
$431K premiums
Participants
997
2000 DUKE STREET, SUITE 300 - ALEXANDRIA, VA 22314703-838-3665
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $431K premiums / 351 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY72%
- SPRING HEALTH24%
- LEGALPLANS, USA4%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, 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
THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN
401k
Assets$174.0M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE MOTLEY FOOL HOLDINGS, INC. HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$431K
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN | 401k | $174.0M | 603 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE MOTLEY FOOL HOLDINGS, INC. HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $431K | 351 | 2025 |
Retirement plans
Welfare plans