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Sponsor portfolioTH

ENTERPRISE FINANCIAL SERVICES CORP

EIN 43-1706259-financial services-Latest filing 2025
Plans
2
Retirement
1
$222.4M assets
Welfare
1
$2.2M premiums
Participants
3,103
150 N. MERAMEC - CLAYTON, MO 63105314-725-5500enterprise-group.co.ukLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$222.4M - 1,836 part#502Mixed-$2.2M - 1,241 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 1,241 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Other$1.2M
  • Health$926K
  • Prescription drug$926K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY54%
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • VISION SERVICE PLAN4%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $138K1 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

EFSC INCENTIVE SAVINGS PLAN

401k

Assets$222.4M
Participants1,836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EFSC WELFARE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives1,241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EFSC INCENTIVE SAVINGS PLAN401k$222.4M1,8362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EFSC WELFARE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$2.2M1,2412025
Retirement plans
Welfare plans
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