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Sponsor portfolio

THE EDISON INSTITUTE

EIN 38-1359513-Latest filing 2025
Plans
2
Retirement
1
$41.1M assets
Welfare
1
$622K premiums
Participants
1,334
20900 OAKWOOD BLVD - DEARBORN, MI 481245029313-982-6100
Plans on this EIN
2 filings
#002403b-$41.1M - 873 part#506Mixed-$622K - 455 lives

Benefits portfolio analytics

1 plan / $622K premiums / 455 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$547K
  • Life$513K
  • Short-term disability$513K
  • Long-term disability$513K
  • Vision$66K
  • Dental$9K
Total $622K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA88%
  • VISION SERVICE PLAN6%
  • HERITAGE VISION PLANS INC5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $622K4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ASSUREDPARTNERS58%
  • CENTRO BENEFITS RESEARCH LLC42%
Total $58K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE EDISON INSTITUTE 403(B) TDA PLAN

403b

Assets$41.1M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE EDISON INSTITUTE FLEXIBLE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$622K
Covered lives455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE EDISON INSTITUTE 403(B) TDA PLAN403b$41.1M8732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE EDISON INSTITUTE FLEXIBLE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$622K4552025
Retirement plans
Welfare plans
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