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Sponsor portfolio

EMBARK CONSULTING, LLC

EIN 46-3299551-mental health care-Latest filing 2025
Plans
2
Retirement
1
$40.3M assets
Welfare
1
$1.3M premiums
Participants
1,204
333 1ST AVENUE - DALLAS, TX 75226979-236-7927embarkcounselingcenter.comLinkedIn1-10 employeesmental health care
Plans on this EIN
2 filings
#001401k-$40.3M - 714 part#501Mixed-$1.3M - 610 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 610 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Dental$1.2M
  • Vision$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA97%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • CURALINC HEALTHCARE1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $64K1 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

EMBARK CONSULTING, LLC 401(K) PLAN

401k

Assets$40.3M
Participants714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMBARK PEOPLE LLC HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives610
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMBARK CONSULTING, LLC 401(K) PLAN401k$40.3M7142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMBARK PEOPLE LLC HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M6102025
Retirement plans
Welfare plans
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