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Sponsor portfolio

ENAVATE, INC.

EIN 46-4092883-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$822K premiums
Participants
316
600 N. WESTSHORE BLVD, SUITE 1000 - TAMPA, FL 33609303-586-6843
Plans on this EIN
2 filings
#002401k-$13.8M - 209 part#501Fully Insured-$822K - 149 lives

Benefits portfolio analytics

1 plan / $822K premiums / 149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$473K
  • Prescription drug$473K
  • Other$207K
  • Dental$143K
  • Vision$143K
  • Life$138K
  • +2 more
Total $822K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • U.S. LEGAL SERVICES, INC.0%
Total $822K4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • ACRISURE LLC66%
  • GALLAGHER BENEFIT SERVICES, INC.34%
Total $134K2 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

ENAVATE RETIREMENT PLAN

401k

Assets$13.8M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENAVATE HOLDINGS LLC'S WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$822K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ENAVATE RETIREMENT PLAN401k$13.8M2092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENAVATE HOLDINGS LLC'S WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$822K1492025
Retirement plans
Welfare plans
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