Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$402K
- Health$228K
- Dental$228K
- Vision$228K
- Life$228K
- Short-term disability$228K
- +2 more
Sponsor portfolio
FINQUERY, LLC
EIN 45-3280405InformationLatest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$631K premiums
Participants
477
1001 SUMMIT BLVD NE, STE 1700 - ATLANTA, GA 30319800-880-7270
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $631K premiums / 166 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- HCC LIFE INSURANCE COMPANY64%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA36%
Broker market share
Schedule A broker compensation
100%top
- PATRIOT GROWTH INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINQUERY 401(K) PLAN
401k
Assets$15.3M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FINQUERY LLC WELFARE BENEFIT PLAN
Fully Insured - HCC LIFE INSURANCE COMPANY
Premiums$631K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINQUERY 401(K) PLAN | 401k | $15.3M | 307 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FINQUERY LLC WELFARE BENEFIT PLAN | Fully Insured | HCC LIFE INSURANCE COMPANY | $631K | 166 | 2025 |
Retirement plans
Welfare plans