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Sponsor portfolio

METAPHASE CONSULTING, LLC

EIN 46-3528774-Latest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$2.6M premiums
Participants
628
11911 FREEDOM DRIVE, SUITE 1010 - RESTON, VA 20190703-375-9006
Plans on this EIN
2 filings
#001401k-$17.1M - 410 part#501Fully Insured-$2.6M - 224 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 224 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.6M
  • Health$2.4M
  • Dental$2.4M
  • Vision$2.4M
  • Prescription drug$2.4M
  • Life$207K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • RIGGS COUNSELMAN MICHAELS & DOWNES93%
  • UNKNOWN4%
  • MARSH & MCLENNAN AGENCY LLC1%
  • PHYLLIS ADAMS1%
Total $154K4 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

METAPHASE 401(K) PLAN

401k

Assets$17.1M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METAPHASE CONSULTING, LLC WRAP BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001METAPHASE 401(K) PLAN401k$17.1M4102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METAPHASE CONSULTING, LLC WRAP BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.6M2242025
Retirement plans
Welfare plans
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