Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$309K
- Life$274K
- Other$236K
- Long-term disability$209K
- Vision$66K
Sponsor portfolio
SEI-SERVICES, LLC
EIN 36-4545379Latest filing 2025
Plans
2
Retirement
1
$89.0M assets
Welfare
1
$947K premiums
Participants
1,264
11500 NORTHLAKE DR, SUITE 450 - CINCINNATI, OH 45249513-459-1192
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $947K premiums / 1,040 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY93%
- AMERITAS LIFE INSURANCE CORP.7%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY 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
SEI 401(K) PLAN
401k
Assets$89.0M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SEI-SERVICES, LLC EMPLOYEE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$947K
Covered lives1,040
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEI 401(K) PLAN | 401k | $89.0M | 661 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SEI-SERVICES, LLC EMPLOYEE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $947K | 1,040 | 2025 |
Retirement plans
Welfare plans