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Sponsor portfolio

EDWARDS COMPANIES, LLC

EIN 35-2496878-Latest filing 2025
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$609K premiums
Participants
328
495 SOUTH HIGH STREET, SUITE 150 - COLUMBUS, OH 43215614-241-2070LinkedIn1-10 employees
Plans on this EIN
2 filings
#003401k-$20.0M - 218 part#503Mixed-$609K - 159 lives

Benefits portfolio analytics

1 plan / $609K premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$503K
  • Other$92K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • Vision$14K
Total $609K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • GRANULAR INSURANCE COMPANY83%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • COMMUNITY INSURANCE COMPANY2%
Total $609K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ENROLLEASE72%
  • HUNTINGTON INSURANCE INC26%
  • ASSUREDPARTNERS1%
  • BENE RE LLC1%
Total $49K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EDWARDS COMPANIES 401(K) SAVINGS PLAN AND TRUST

401k

Assets$20.0M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

EDWARDS COMPANIES WELFARE BENEFIT PLAN

Mixed - GRANULAR INSURANCE COMPANY

Premiums$609K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003EDWARDS COMPANIES 401(K) SAVINGS PLAN AND TRUST401k$20.0M2182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503EDWARDS COMPANIES WELFARE BENEFIT PLANMixedGRANULAR INSURANCE COMPANY$609K1592025
Retirement plans
Welfare plans
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