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Sponsor portfolio

EDGECONNEX, INC.

EIN 27-1401074-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Welfare
1
$3.5M premiums
Participants
383
2201 COOPERATIVE WAY, SUITE 400 - HERNDON, VA 20171703-880-5404edgeconnex.comLinkedIn201-500 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$30.8M - 230 part#503Fully Insured-$3.5M - 726 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 726 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Health$3.1M
  • Life$3.1M
  • Short-term disability$3.1M
  • Long-term disability$3.1M
  • Prescription drug$3.1M
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • SPRING HEALTH2%
  • VISION SERVICE PLAN1%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $194K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EDGECONNEX INC. 401(K) PLAN

401k

Assets$30.8M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

EDGECONNEX HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.5M
Covered lives726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDGECONNEX INC. 401(K) PLAN401k$30.8M2302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503EDGECONNEX HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.5M7262025
Retirement plans
Welfare plans
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