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Sponsor portfolio

SPRING EQ

EIN 37-1801711-financial services-Latest filing 2025
Plans
4
Retirement
1
$15.6M assets
Welfare
3
$4.4M premiums
Participants
968
1 W ELM STREET, SUITE 450 - CONSHOHOCKEN, PA 19428215-319-1196springeq.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$15.6M - 499 part#503Fully Insured-$3.7M - 605 lives#501Fully Insured-$556K - 461 lives#502Fully Insured-$53K - 320 lives

Benefits portfolio analytics

3 plans / $4.4M premiums / 1,386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Dental$556K
  • Life$556K
  • Short-term disability$556K
  • Long-term disability$556K
  • +2 more
Total $4.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • VISION SERVICE PLAN1%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ASSUREDPARTNERS77%
  • THE FOLEY INSURANCE AGENCY, INC.20%
  • AMERIHEALTH ADMINISTRATORS INC3%
Total $163K3 slices

Plan deep-dives

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

SPRING EQ 401(K) PLAN

401k

Assets$15.6M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SPRING EQ, LLC IBC MEDICAL

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$3.7M
Covered lives605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SPRING EQ, LLC GUARDIAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$556K
Covered lives461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SPRING EQ, LLC VISION

Fully Insured - VISION SERVICE PLAN

Premiums$53K
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPRING EQ 401(K) PLAN401k$15.6M4992024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SPRING EQ, LLC IBC MEDICALFully InsuredINDEPENDENCE BLUE CROSS$3.7M6052025
501SPRING EQ, LLC GUARDIANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$556K4612025
502SPRING EQ, LLC VISIONFully InsuredVISION SERVICE PLAN$53K3202025
Retirement plans
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