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Sponsor portfolio

ENFUSION LTD, LLC

EIN 36-4207170-Latest filing 2025
Plans
2
Retirement
1
$28.2M assets
Welfare
1
$6.1M premiums
Participants
436
125 SOUTH CLARK STREET, SUITE 750, 541511 - CHICAGO, IL 60603917-341-0609enfusion.usLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$28.2M - 436 part#501Fully Insured-$6.1M - 582 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 582 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Dental$5.8M
  • Prescription drug$5.8M
  • Life$215K
  • Short-term disability$215K
  • Long-term disability$215K
  • +2 more
Total $6.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • STANDARD INSURANCE COMPANY4%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • STARR INDEMNITY & LIABILITY COMPANY0%
Total $6.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $295K1 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

ENFUSION, LLC 401(K) PLAN

401k

Assets$28.2M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENFUSION LTD HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.1M
Covered lives582
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENFUSION, LLC 401(K) PLAN401k$28.2M4362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENFUSION LTD HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$6.1M5822025
Retirement plans
Welfare plans
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