Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$146K
- Vision$146K
- Life$58K
- Other$58K
- +2 more
Sponsor portfolio
SUNLIGHT FINANCIAL HOLDINGS, LLC
EIN 46-5653713financial servicesLatest filing 2024
Plans
3
Retirement
1
$7.8M assets
Welfare
2
$1.9M premiums
Participants
422
101 N. TRYON STREET, SUITE 900 - CHARLOTTE, NC 28202704-369-2628sunlightfinancial.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.9M premiums / 495 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- AMERITAS LIFE INSURANCE CORP.8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
72%top
- G SCOTT COOKE72%
- NFP INSURANCE SERVICES INC25%
- MOSAIC GROUP SERVICES3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUNLIGHT FINANCIAL HOLDINGS, INC. 401(K) RETIREMENT PLAN
401k
Assets$7.8M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUNLIGHT FINANCIAL, LLC HEALTH PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.7M
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SUNLIGHT FINANCIAL, LLC WELFARE PLAN
Fully Insured - AMERITAS LIFE INSURANCE CORP.
Premiums$226K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNLIGHT FINANCIAL HOLDINGS, INC. 401(K) RETIREMENT PLAN | 401k | $7.8M | 162 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUNLIGHT FINANCIAL, LLC HEALTH PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.7M | 240 | 2024 | |
| 502 | SUNLIGHT FINANCIAL, LLC WELFARE PLAN | Fully Insured | AMERITAS LIFE INSURANCE CORP. | $226K | 255 | 2024 |
Retirement plans
Welfare plans