Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$315K
- Life$301K
- Short-term disability$301K
- Long-term disability$301K
- Vision$42K
Sponsor portfolio
MARKETWISE SOLUTIONS, LLC
EIN 35-2622970computer softwareLatest filing 2025
Plans
2
Retirement
1
$76.7M assets
Welfare
1
$356K premiums
Participants
1,252
1125 NORTH CHARLES STREET - BALTIMORE, MD 21201844-947-4711beaconstreetservices.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $356K premiums / 736 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- HARTFORD LIFE AND ACCIDENT85%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
- CURALINC HEALTHCARE4%
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
MARKETWISE SOLUTIONS LLC SAVINGS AND RETIREMENT PLAN
401k
Assets$76.7M
Participants819
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARKETWISE SOLUTIONS, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$356K
Covered lives736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARKETWISE SOLUTIONS LLC SAVINGS AND RETIREMENT PLAN | 401k | $76.7M | 819 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARKETWISE SOLUTIONS, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $356K | 736 | 2025 |
Retirement plans
Welfare plans